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Ernst & Co. Wealth Management, LLC

Ernst & Co. Wealth Management, LLC. CRD 269911

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CRD: 269911

Ernst & Co. Wealth Management, LLC

Manhattan Beach, CA
3106255803
www.ernstwealth.com
$11.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Morgan Stanley
Clients
Retail
Platforms
--
Established Date
07-14-2015
Office Locations
1

Office Locations

1334 Parkview Avenue, #100 Manhattan Beach CA

About Ernst & Co. Wealth Management, LLC

Ernst & Co. Wealth Management, LLC is a founder-led Manhattan Beach, CA RIA providing personalized wealth management and financial planning, including portfolio construction and investor counseling for individuals and families (including entrepreneurs). The firm emphasizes a disciplined, long-term, risk-managed approach, using ETFs, index funds, and fixed income; custody through Schwab and Morgan Stanley.

Team overview

-- AVG AGE
$11.0M AVG AUM / ADVISOR
$785.7K AVG AUM / CLIENT
11 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age

Insights

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Accredited Investors

Peak

Asset Classes

Summit Crest

Client Personas

Alpha alpha

Investment Themes

Radial Wave signal Wave prime

Investment Vehicles

Focus Vital

Services

Fusion meridian Element capital Oak pathway Momentum Focus Pathway Fusion frontier Fusion frontier Vertex momentum

Owner & Executives

M

MICHAEL PATRICK ERNST

Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member

CRD
#2554431
Ownership
75% or more
(481) 227-4059
momentum.summit@summitcapital.com
in linkedin.com/in/ember-insight

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $11,000,000 --
Total $11,000,000 --

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Separately Managed Accounts

Total SMA Asset: $11,000,000

$11.0M Total SMA
Equity - Exchange:
12.7%
Public Funds:
24.1%
Corporate - Investment Grade:
15.0%
Municipal Bonds:
31.1%
U.S. Government/Agency:
8.4%
Cash:
8.7%
Asset class Assets Assets %
Equity - Exchange $719,111,038 12.7%
Public Funds $1,364,612,284 24.1%
Corporate - Investment Grade $849,343,745 15.0%
Municipal Bonds $1,760,972,698 31.1%
U.S. Government/Agency $475,632,497 8.4%
Cash $492,619,372 8.7%
Total $5,662,291,634 100.0%

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