CRD: 336193
Critical Mass Financial, LLC
$167.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2025
- Office Locations
- 1
Office Locations
-- Melbourne FL
About Critical Mass Financial, LLC
Critical Mass Financial, LLC is a Melbourne-based RIA. The firm has been operating for 1 years. Managing $167.0K in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$167.0K AVG AUM / ADVISOR
$167.0K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
Susan Wuchte
--
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
T
THOMAS JOSEPH WUCHTE
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2787808
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $167,000 | -- |
| Total | $167,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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