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- Custodian
- Guggenheim · Nationwide · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-2006
- Office Locations
- 1
Office Locations
About Disciplined Wealth Management, LLC
Disciplined Wealth Management, LLC is a Colorado-registered RIA serving retail clients with portfolio construction and risk-managed, active allocations using public funds (mutual funds and index funds) and annuity solutions, with themes that can include emerging markets, real estate, and infrastructure. The firm is licensed in Colorado and must register before advising clients in other states; it works with custodians such as TD Ameritrade.
Team overview
Insights
Investment Themes
Investment Vehicles
Owner & Executives
TROY MICHAEL SCHIELD
Analyst, President
- CRD
- #2614593
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,758,177 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,758,177 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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