$34.2M Total AUM
$34.2M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · State Street
- Clients
- Retail
- Platforms
- PathwayLegacy meridian +more
- Established Date
- 05-18-2022
- Office Locations
- 1
Office Locations
111 Church ST NW Suite 201 Vienna VA
About Discovery Wealth Planning LLC
Discovery Wealth Planning is a fee-only, fiduciary RIA providing independent wealth planning and investment management for individuals across the U.S., with a discovery-first process designed to clarify financial decisions and support retirement confidence. The firm offers hourly planning engagements as well as ongoing advice, led by founder and CFP® professional Chris Urban. Client assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$34.2M AVG AUM / ADVISOR
$743.3K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Delta beacon
Client Personas
Value
Custodian
Value catalyst Signal insight
Investment Themes
North Pathway peak Delta ridge
Investment Vehicles
Fusion
Services
Delta eagle Element meridian Harbor capital Atlas unison Bridge atlas Crest Legacy unison
Technology
North pioneer Optima Optima value Bridge Focus
Owner & Executives
C
CHRISTOPHER PAUL URBAN
Chief Compliance Officer, Founder
- CRD
- #6939505
- Ownership
- 75% or more
(681) 509-6408
frontier.matrix@deltacapital.com
in linkedin.com/in/frontier-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,193,752 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,193,752 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,193,752
Public Funds:
32.5% Equity - Exchange:
32.2% Cash:
35.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,563,161,061 | 32.5% |
| Equity - Exchange | $2,539,501,113 | 32.2% |
| Cash | $2,783,987,244 | 35.3% |
| Total | $7,886,649,418 | 100.0% |