C
$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-16-2024
- Office Locations
- 1
Office Locations
-- Elkins Park PA
About Courtside Wealth Partners LLC
Courtside Wealth Partners is a fee-only RIA providing personalized financial planning and wealth management for athletes and entrepreneurs, with guidance tailored to sudden wealth, short career spans, and balancing business and personal finances. The firm also runs a financial education program for high school and college athletes and lists Altruist as a custodian.
Team overview
-- AVG AGE
$2.7M AVG AUM / ADVISOR
$455.6K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Fusion optima
Client Personas
Vertex Oak Atlas value
Custodian
Foundation vital Beacon Momentum north Foundation insight Wave Catalyst value
Investment Themes
Beacon radial Element Catalyst peak Wave Ridge peak
Investment Vehicles
Harbor frontier
Services
Zenith peak Legacy ember Atlas Quantum quantum Alpha Signal peak
Owner & Executives
N
NISIAR SMITH
Chief Compliance Officer, FINANCIAL PLANNER, FOUNDER
- CRD
- #7157886
- Ownership
- 75% or more
(618) 358-5711
eagle.vital@matrixcapital.com
in linkedin.com/in/fusion-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,733,760 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,733,760 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,733,760
Public Funds:
13.9% U.S. Government/Agency:
56.1% Cash:
30.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $762,718,864 | 13.9% |
| U.S. Government/Agency | $3,078,311,385 | 56.1% |
| Cash | $1,646,155,820 | 30.0% |
| Total | $5,487,186,069 | 100.0% |