$24.0M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
2 Employees
42 ADV. Clients
12 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-26-2013
- Office Locations
- 1
Office Locations
-- Fresno CA
About Cyclus Wealth Management
Cyclus Wealth Management is a Fresno-based RIA. The firm has been operating for 12 years. Managing $24.0M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
39 AVG AGE
$12.0M AVG AUM / ADVISOR
$571.4K AVG AUM / CLIENT
9.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JAE WAN KIM
Chief Compliance Officer, Chief Executive Officer, Investment Analyst, Secretary, TREASURER
- CRD
- #5004453
- Ownership
- 75% or more
Available
Available
Available
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Michael James Weaver
Investment Advisor
- CRD
- #7328480
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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