$8.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
81 ADV. Clients
10 yrs Firm Age
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- Custodian
- Axos · Charles Schwab & Company · Millennium Trust · Pershing · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-09-2015
- Office Locations
- 1
Office Locations
-- Arlington TX
About F3 Wealth Management, LLC
F3 Wealth Management is a Texas-registered RIA based in Arlington that delivers virtual investment management and planning focused on retirement income, wealth management, and college planning. The firm works with entrepreneurs, corporate executives, professionals, and retirees, using a structured discovery-to-implementation process to coordinate assets, liabilities, and insurance into a purpose-driven plan.
Team overview
47 AVG AGE
$8.4M AVG AUM / ADVISOR
$103.5K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Value wave
Client Personas
Beacon delta North peak
Custodian
Optima Atlas catalyst Unison
Investment Themes
Unison Vector
Investment Vehicles
Oak
Services
Wave Wave oak Beacon north Fusion atlas Optima Radial signal Momentum
Owner & Executives
C
COLBY SCOT VAN SICKLER
Chief Compliance Officer, President
- CRD
- #4370695
- Ownership
- 50% but less than 75%
(716) 679-5668
momentum.prime@zenithcapital.com
in linkedin.com/in/prime-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,381,439 | -- |
| Total | $8,381,439 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,381,439
Equity - OTC:
26.8% Other:
73.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $314,297,505 | 26.8% |
| Other | $858,454,378 | 73.2% |
| Total | $1,172,751,883 | 100.0% |