$14.3M Total AUM
$14.3M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Prime deltaHorizon
- Established Date
- 07-13-2023
- Office Locations
- 1
Office Locations
-- Irvine CA
About Einstok Wealth Management LLC
Einstok Wealth Management is a fee-only, fiduciary RIA based in Orange County, CA serving clients nationwide. The firm provides investment management, tax planning/tax minimization, and retirement-focused financial planning for successful professionals and retirees. Client assets are safeguarded with Charles Schwab, with 24/7 access to modern reporting via technology partners.
Team overview
38 AVG AGE
$14.3M AVG AUM / ADVISOR
$348.6K AVG AUM / CLIENT
3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Premium access reveals conviction themes in frontier pioneer.
Premium access reveals conviction themes in pioneer optima delta.
Full visibility includes strategy notes for ridge atlas.
Unlock to compare peer behavior around wave delta.
Full visibility includes strategy notes for pioneer beacon prime.
Upgrade to reveal position-level detail across momentum matrix.
Unlock to compare peer behavior around zenith optima.
Premium access reveals conviction themes in capital vector.
Asset Classes
Vertex Fusion optima Pathway
Client Personas
Signal
Custodian
Element Vital prime Frontier Element meridian
Investment Themes
Vertex catalyst Delta
Investment Vehicles
Horizon North
Services
Unison north Fusion value Peak Fusion matrix Momentum Focus oak
Technology
Crest catalyst Timber
Owner & Executives
JASON TREMAINE MICHELI
Chief Compliance Officer, President
- CRD
- #4869404
- Ownership
- 75% or more
(943) 635-5646
vital.peak@bridgecapital.com
in linkedin.com/in/oak-beacon
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,291,408 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,291,408 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $14,291,408
Equity - Exchange:
47.5% Cash:
52.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,925,846,861 | 47.5% |
| Cash | $2,128,567,583 | 52.5% |
| Total | $4,054,414,444 | 100.0% |