D
CRD: 316484
Destefano Wealth Management
Austin, TX
5185772262
$38.2M Total AUM
$38.2M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-10-2021
- Office Locations
- 1
Office Locations
-- Austin TX
About Destefano Wealth Management
Destefano Wealth Management is a Austin-based RIA. The firm has been operating for 4 years. Managing $38.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$38.2M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Element
Investment Themes
Fusion Beacon catalyst Pathway harbor
Investment Vehicles
Signal
Services
Focus Foundation Catalyst Frontier Ember insight Vector quantum
Owner & Executives
CHRISTOPHER PAUL DESTEFANO
Chief Compliance Officer, LEAD ADVISOR, Owner, Principal
- CRD
- #4735348
- Ownership
- 75% or more
(683) 491-2889
prime.insight@optimacapital.com
in linkedin.com/in/unison-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,238,796 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,238,796 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,238,796
Public Funds:
10.6% Equity - Exchange:
44.4% Cash:
45.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $570,122,677 | 10.6% |
| Equity - Exchange | $2,388,061,026 | 44.4% |
| Cash | $2,420,332,122 | 45.0% |
| Total | $5,378,515,825 | 100.0% |