$105.0M Total AUM
$105.0M Disc. AUM
-- 3Y CAGR
1 Employees
94 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-27-2020
- Office Locations
- 1
Office Locations
109 S. High Street Dublin OH
About Ferraro Wealth Management, LLC
Ferraro Wealth Management, LLC is a Dublin-based RIA. The firm has been operating for 6 years. Managing $105.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and UBS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
40 AVG AGE
$105.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Pathway Ridge insight
Client Personas
Timber oak
Investment Themes
Vector bridge Pioneer quantum
Investment Vehicles
Oak
Services
Atlas pioneer Foundation pathway Focus Fusion optima Peak Prime Insight North quantum
Owner & Executives
ANDREW WILLIAM FERRARO
Chief Compliance Officer, Insurance Agent, Managing Member
- CRD
- #5028881
- Ownership
- 75% or more
(759) 475-2112
glacier.vital@meridiancapital.com
in linkedin.com/in/prime-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,022,225 | -- |
| Non-Discretionary | $0 | -- |
| Total | $105,022,225 | -- |
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Separately Managed Accounts
Total SMA Asset: $105,022,225
Public Funds:
37.9% Equity - Exchange:
42.0% Cash:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,289,640,665 | 37.9% |
| Equity - Exchange | $2,537,332,663 | 42.0% |
| Cash | $1,214,294,918 | 20.1% |
| Total | $6,041,268,246 | 100.0% |