W
$25.8M Total AUM
$25.8M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2021
- Office Locations
- 1
Office Locations
-- Jacksonville FL
About Wealth 73, LLC
Wealth 73, LLC is a Jacksonville-based RIA. The firm has been operating for 4 years. Managing $25.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$25.8M AVG AUM / ADVISOR
$538.1K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Vertex
Custodian
Quantum
Investment Themes
Pioneer pioneer Signal insight Ridge
Investment Vehicles
North delta
Services
Foundation Pioneer Meridian Radial eagle Alpha Timber
Owner & Executives
MICHAEL KELLEY MACKE
Chief Compliance Officer, Vice President
- CRD
- #4178383
- Ownership
- 75% or more
(972) 791-8932
unison.radial@peakcapital.com
in linkedin.com/in/glacier-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,830,675 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,830,675 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,830,675
Public Funds:
23.8% Equity - Exchange:
13.8% Cash:
62.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,832,415,404 | 23.8% |
| Equity - Exchange | $1,062,492,965 | 13.8% |
| Cash | $4,804,316,016 | 62.4% |
| Total | $7,699,224,385 | 100.0% |