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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-05-2024
- Office Locations
- --
Office Locations
No offices listed.
About Cultivate Wealth LLC
Cultivate Wealth LLC is a Leavenworth, WA-based RIA offering financial planning, retirement planning, and ongoing investment strategy/portfolio management across stocks, bonds, mutual funds and ETFs, with an emphasis on goal-based and tax-aware planning. The firm serves retail clients including business owners and entrepreneurs, and custodies with Charles Schwab & Co.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 3 clients, or 3 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 years in operation. The source data was last updated on August 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,113,545 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,113,545 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cultivate Wealth LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.