This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Summit meridian
- Established Date
- 02-17-2020
- Office Locations
- 1
Office Locations
About Corley Capital LLC
Lumature Wealth Partners (Corley Capital LLC) is an independent RIA providing objective financial guidance and a full range of investment and planning services, with an emphasis on retirement readiness and ongoing client education. The firm works with a broad mix including retirees, business owners, and entrepreneurs, building portfolios focused largely on ETFs and asset allocation/risk management. Custodied with Schwab and supports reporting via Black Diamond.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL WAYNE CORLEY
Chief Compliance Officer, President
- CRD
- #3003496
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,682,614 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,682,614 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $19,682,614
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $2,522,164,759 | 30.8% |
| Equity - Exchange | $2,325,632,440 | 28.4% |
| Cash | $3,341,049,421 | 40.8% |
| Total | $8,188,846,620 | 100.0% |