$2.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Pioneer
- Established Date
- 04-20-2022
- Office Locations
- 1
Office Locations
-- Saint Anthony MN
About Counterculture Wealth
Counterculture Wealth is a retail RIA providing personalized financial plan roadmaps, ongoing portfolio construction, and tax/estate and insurance planning. Portfolios are built primarily with ETFs and include asset-allocation and risk-management frameworks, with a socially responsible investing option. The firm runs on Altruist and reports a 5.0 average rating across 160+ reviews.
Team overview
-- AVG AGE
$2.8M AVG AUM / ADVISOR
$175.6K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Crest
Custodian
Signal vector Pathway signal
Investment Themes
Momentum oak Radial North harbor
Investment Vehicles
Timber
Services
Momentum oak Eagle Frontier matrix Frontier element Vector
Technology
Vector value
Owner & Executives
Thomas Jack Modec III
Financial Planner
- CRD
- #6817384
- Ownership
- 75% or more
(573) 909-5346
element.harbor@atlascapital.com
in linkedin.com/in/peak-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,809,742 | -- |
| Total | $2,809,742 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,809,742
Equity - Exchange:
39.7% Cash:
60.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,194,676,460 | 39.7% |
| Cash | $4,852,367,521 | 60.3% |
| Total | $8,047,043,981 | 100.0% |