C
$102.5M Total AUM
$102.5M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Capital valueSummit oak
- Established Date
- 11-18-2022
- Office Locations
- 1
Office Locations
-- Scottsdale AZ
About Corbett Wealth Management LLC
Corbett Wealth Management is an independent RIA in Scottsdale, AZ serving retail clients with financial planning and portfolio construction, including estate and tax planning and insurance guidance. The firm emphasizes asset allocation and risk management using primarily public funds and ETFs, custodied at Charles Schwab. Founded in 2022 and led by CFP Casey R. Corbett.
Team overview
-- AVG AGE
$102.5M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Zenith Quantum Wave
Custodian
Radial zenith
Investment Themes
Radial Alpha
Investment Vehicles
Vertex
Services
Frontier insight Ridge Unison Ember Quantum oak Delta
Technology
Summit Oak timber
Owner & Executives
CASEY R CORBETT
CFP , Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #4961340
- Ownership
- 75% or more
(260) 588-6213
frontier.eagle@eaglecapital.com
in linkedin.com/in/vertex-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,544,342 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,544,342 | -- |
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Separately Managed Accounts
Total SMA Asset: $102,544,342
Public Funds:
13.1% Equity - Exchange:
15.5% Cash:
45.7% Municipal Bonds:
25.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,156,485,968 | 13.1% |
| Equity - Exchange | $1,368,361,260 | 15.5% |
| Cash | $4,034,458,684 | 45.7% |
| Municipal Bonds | $2,268,831,252 | 25.7% |
| Total | $8,828,137,164 | 100.0% |