F
CRD: 330139
Fawley Wealth International
Pittsford, NY
5857482265
$15.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-09-2024
- Office Locations
- 1
Office Locations
-- Pittsford NY
About Fawley Wealth International
Fawley Wealth International is a Pittsford-based RIA. The firm has been operating for 2 years. Managing $15.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$468.8K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Signal vital
Investment Themes
Element
Investment Vehicles
Vector timber
Services
Oak Summit matrix Radial eagle Beacon unison Vertex Element
Owner & Executives
Miles Nicholas Sharpe
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #7773484
- Ownership
- 75% or more
(639) 804-6297
legacy.horizon@crestcapital.com
in linkedin.com/in/quantum-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,000,000
Private Funds:
56.0% Cash:
44.0% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $168,517,747 | 56.0% |
| Cash | $132,406,801 | 44.0% |
| Total | $300,924,548 | 100.0% |