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- Custodian
- Altruist · Betterment · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-29-2023
- Office Locations
- 3
Office Locations
About Defining Wealth
Defining Wealth is a registered investment adviser providing one-time and ongoing financial planning plus wealth/investment management. The firm works with individuals facing retirement, stock options, and business-sale transitions, integrating investments with tax, estate, and cash-flow planning. Differentiator: planning-first advice with no pressure to move assets; supports custody via Altruist and Betterment.
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 6 advisory representatives and 238 clients, or 39.7 clients per representative. That equates to $211.3K in reported AUM per client.
The profile lists 3 reported office locations and 2 years in operation. The source data was last updated on April 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
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- Services
- Technology
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Owner & Executives
Jacob Matthew Gardner
Chief Compliance Officer, Co-founder, Managing Member
- CRD
- #6714759
- Ownership
- 50% but less than 75%
Kyle Raymond Kuyat
Co-founder
- CRD
- #6336414
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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TYLER VAUGHN BASKIN
Associate Advisor
- CRD
- #7471466
Caleb Matthew Bogia-Curles
Associate Advisor
- CRD
- #7508468
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,300,247 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,300,247 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Defining Wealth has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.