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Corcoran Wealth Management LLC

Corcoran Wealth Management LLC. CRD 162162

Corcoran Wealth Management LLC logo

CRD: 162162

Corcoran Wealth Management LLC

Temecula, CA
9513021000
www.cwmfamily.com
$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
North signalWave
Established Date
06-11-2012
Office Locations
1

Office Locations

-- Temecula CA

About Corcoran Wealth Management LLC

Corcoran Wealth Management is a Temecula, CA RIA providing personalized financial planning and discretionary portfolio management, built around comprehensive reviews and a tailored “game plan” through life transitions. The firm focuses on retirees and entrepreneurs, using diversified portfolios that may include ETFs and mutual funds with an emphasis on asset allocation and risk management. Primary custodian: Charles Schwab.

Team overview

49 AVG AGE
$2.7M AVG AUM / ADVISOR
$54.8K AVG AUM / CLIENT
12.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Signal Momentum catalyst

Client Personas

Matrix unison Glacier meridian

Custodian

Fusion Summit glacier Timber Legacy harbor Radial harbor

Investment Themes

Focus Oak catalyst Vital

Investment Vehicles

Vertex Focus fusion

Services

Eagle bridge Legacy matrix Wave Optima prime Ridge Vector ridge Catalyst Focus Matrix atlas Glacier focus Quantum pathway

Technology

Frontier Pioneer

Owner & Executives

KAREN SUE CORCORAN

KAREN SUE CORCORAN

Chief Compliance Officer, Financial Advisor, Managing Member, Owner

CRD
#5759515
Ownership
75% or more
(406) 816-8643
frontier.legacy@zenithcapital.com
in linkedin.com/in/bridge-signal

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,687,548 --
Non-Discretionary $0 --
Total $2,687,548 --

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Separately Managed Accounts

Total SMA Asset: $2,687,548

$2.7M Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $2,636,229,605 100.0%
Total $2,636,229,605 100.0%

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