$8.5M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
2 Employees
26 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · US Bank
- Clients
- Retail
- Platforms
- FocusDelta ember
- Established Date
- 06-18-2021
- Office Locations
- 1
Office Locations
366 N Gilbert RD Suite 205 Gilbert AZ
About East Valley Wealth LLC
East Valley Wealth LLC (East Valley Retirement) provides investment management alongside retirement income, tax, estate/legacy, and long-term healthcare planning for individuals seeking a tailored strategy. Portfolios are heavily ETF-based, and the firm highlights a data-driven Assess-Plan-Manage process. Led by founder/CEO Undrea Smith, RICP, with custody through Charles Schwab.
Team overview
-- AVG AGE
$8.5M AVG AUM / ADVISOR
$327.2K AVG AUM / CLIENT
5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Catalyst Crest summit Element element Meridian
Custodian
Bridge Crest Summit
Investment Themes
Optima Catalyst Catalyst
Investment Vehicles
Vector foundation
Platform
Wave
Services
Timber pathway Frontier Oak glacier Zenith Radial Capital Value Pathway harbor Atlas
Technology
Momentum Focus
Owner & Executives
Undrea Morcal Smith
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #7371704
- Ownership
- 75% or more
(399) 456-6514
fusion.harbor@radialcapital.com
in linkedin.com/in/north-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,507,724 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,507,724 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,507,724
Equity - Exchange:
24.3% Cash:
43.7% Public Funds:
32.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,960,066,690 | 24.3% |
| Cash | $3,524,893,594 | 43.7% |
| Public Funds | $2,581,157,781 | 32.0% |
| Total | $8,066,118,065 | 100.0% |