F
CRD: 329463
Family Wealth Management
Elko, MN, 55020
6127027968
$28.6M Total AUM
$28.6M Disc. AUM
-- 3Y CAGR
1 Employees
87 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-04-2024
- Office Locations
- 1
Office Locations
5352 E 280th ST Elko MN
About Family Wealth Management
Family Wealth Management is a Elko-based RIA. The firm has been operating for 2 years. Managing $28.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Business Succession, Insurance, Investment Planning.
Team overview
36 AVG AGE
$28.6M AVG AUM / ADVISOR
$329.3K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Vector
Client Personas
Prime meridian
Investment Themes
Alpha vector
Investment Vehicles
Wave summit
Services
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Owner & Executives
B
Bradley James Schmitz
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #5484843
- Ownership
- 75% or more
(204) 235-8318
foundation.signal@pioneercapital.com
in linkedin.com/in/atlas-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,648,060 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,648,060 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,648,060
Equity - OTC:
11.0% Equity - Exchange:
37.9% Cash:
51.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $294,514,758 | 11.0% |
| Equity - Exchange | $1,014,737,212 | 37.9% |
| Cash | $1,368,154,921 | 51.1% |
| Total | $2,677,406,891 | 100.0% |