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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy
- Established Date
- 08-01-2016
- Office Locations
- 2
Office Locations
About Dinergy
Dinergy Wealth Management is an RIA serving mid- and later-career families, professionals, retirees, and business owners with financial planning, investment management, and insurance planning. The firm’s allocation-focused portfolios are implemented largely with ETFs and complemented by fixed income. Assets are custodied at Charles Schwab, and the team uses Nitrogen (Riskalyze) for risk profiling.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARTIN JAMES MURRAY
Chief Compliance Officer, Senior Partner
- CRD
- --
- Ownership
- 25% but less than 50%
TIMOTHY MICHAEL FITZHARRIS
Chief Investment Officer
- CRD
- #5343964
- Ownership
- Less than 5%
Catalyst meridian
Beacon focus
- CRD
- #74799
- Ownership
- 20.5%
Showing 2 of 3 owners & executives
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JOHN KING MAILANDER
Financial Advisor
- CRD
- #2188522
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,057,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,057,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,057,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,282,995,721 | 14.8% |
| Cash | $459,451,170 | 5.3% |
| Corporate - Non-Investment Grade | $1,074,942,361 | 12.4% |
| Corporate - Investment Grade | $1,517,055,751 | 17.5% |
| Municipal Bonds | $2,071,864,711 | 23.9% |
| Other | $372,762,270 | 4.3% |
| U.S. Government/Agency | $1,889,818,021 | 21.8% |
| Total | $8,668,890,005 | 100.0% |