$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail and Institutional
- Platforms
- Value
- Established Date
- 05-17-2019
- Office Locations
- 1
Office Locations
500 W Franklin Street, Suite E Appleton WI
About Design Life's Journey, LLC
Design Life’s Journey, LLC is an investment adviser providing financial and wealth planning, tax planning, portfolio construction, and ongoing asset management, including insurance and life insurance solutions, for business owners and retirees. Portfolios emphasize diversified asset allocation with heavy use of ETFs and some fixed income. The firm operates in Georgia and Wisconsin and custodies with Charles Schwab.
Team overview
66 AVG AGE
$2.8M AVG AUM / ADVISOR
$235.8K AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Optima harbor Radial
Client Personas
Peak Crest value
Custodian
Prime signal Fusion Meridian
Investment Themes
Matrix
Investment Vehicles
Foundation
Services
Beacon Momentum Horizon Optima Catalyst north Meridian Horizon Value vertex
Technology
Harbor pioneer
Owner & Executives
D
DEBORAH LOUISE MATZ
Chief Compliance Officer, Managing Member
- CRD
- #2998188
- Ownership
- 75% or more
(453) 602-9168
value.pioneer@catalystcapital.com
in linkedin.com/in/insight-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,829,182 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,829,182 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,829,182
Equity - Exchange:
17.4% Cash:
20.6% Corporate - Investment Grade:
21.0% Municipal Bonds:
12.3% Equity - OTC:
10.9% U.S. Government/Agency:
17.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,176,197,647 | 17.4% |
| Cash | $1,392,509,858 | 20.6% |
| Corporate - Investment Grade | $1,419,548,885 | 21.0% |
| Municipal Bonds | $831,450,061 | 12.3% |
| Equity - OTC | $736,813,469 | 10.9% |
| U.S. Government/Agency | $1,203,236,673 | 17.8% |
| Total | $6,759,756,593 | 100.0% |