E
CRD: 314709
EFS Wealth Management LLC
Columbus, OH, 43219
6145360222
$19.5M Total AUM
$19.5M Disc. AUM
-- 3Y CAGR
1 Employees
110 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-09-2024
- Office Locations
- 1
Office Locations
4182 Worth AVE Columbus OH
About EFS Wealth Management LLC
EFS Wealth Management LLC is a Columbus-based RIA. The firm has been operating for 2 years. Managing $19.5M in total assets under management, with 1 advisory representatives. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$19.5M AVG AUM / ADVISOR
$176.9K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Harbor Beacon vertex Momentum vector
Investment Themes
Matrix Value Momentum
Investment Vehicles
Meridian zenith
Services
Value Pathway pathway Catalyst alpha Harbor
Owner & Executives
P
PAUL ALEXANDER HUEY
Chief Compliance Officer, President
- CRD
- #7336071
- Ownership
- 75% or more
(654) 808-8799
optima.eagle@pathwaycapital.com
in linkedin.com/in/oak-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,459,107 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,459,107 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,459,107
Equity - OTC:
38.0% Cash:
14.2% Equity - Exchange:
17.2% Derivatives:
30.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $3,133,894,245 | 38.0% |
| Cash | $1,171,086,797 | 14.2% |
| Equity - Exchange | $1,418,499,500 | 17.2% |
| Derivatives | $2,523,609,576 | 30.6% |
| Total | $8,247,090,118 | 100.0% |