$5.7M Total AUM
$5.7M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Eagle ridge
- Established Date
- 08-27-2024
- Office Locations
- 1
Office Locations
5900 Southwest Parkway Suite 5-520 Austin TX
About Farney Private Wealth Management, LLC
Farney Private Wealth Management, LLC is a Austin-based RIA. The firm has been operating for 1 years. Managing $5.7M in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$5.7M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Zenith north Fusion Harbor Unison eagle
Custodian
Harbor vital Insight
Investment Themes
Insight
Investment Vehicles
Value quantum Optima
Platform
Bridge vital Atlas wave
Services
Unison Matrix Prime wave Pioneer Crest
Technology
Atlas vital
Owner & Executives
B
Bryan Paul Farney
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #5400279
- Ownership
- 75% or more
(581) 849-1921
vital.prime@vectorcapital.com
in linkedin.com/in/pioneer-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,681,624 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,681,624 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,681,624
Public Funds:
26.0% U.S. Government/Agency:
40.1% Equity - Exchange:
33.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,156,040,699 | 26.0% |
| U.S. Government/Agency | $1,782,970,463 | 40.1% |
| Equity - Exchange | $1,507,299,219 | 33.9% |
| Total | $4,446,310,381 | 100.0% |