CRD: 117845
FG Wealth Management
Tulsa, OK
9187495602
$14.4M Total AUM
$14.2M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-22-2005
- Office Locations
- 1
Office Locations
-- Tulsa OK
About FG Wealth Management
FG Wealth Management is a Tulsa-based RIA. The firm has been operating for 21 years. Managing $14.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$14.4M AVG AUM / ADVISOR
$266.9K AVG AUM / CLIENT
21.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Pioneer eagle Quantum
Client Personas
Value
Investment Themes
Atlas
Investment Vehicles
Unison
Services
North Glacier Beacon pathway Peak Frontier timber North
Owner & Executives
D
DANIEL ANDREW VISE
Chief Compliance Officer, Managing Member
- CRD
- #3140821
- Ownership
- 75% or more
(831) 926-2994
vital.horizon@alphacapital.com
in linkedin.com/in/legacy-quantum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,232,188 | $12,963 |
| Non-Discretionary | $182,708 | $116,543 |
| Total | $14,414,896 | $15,585 |
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Separately Managed Accounts
Total SMA Asset: $14,414,896
Public Funds:
31.1% Equity - Exchange:
14.7% Cash:
54.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,379,632,683 | 31.1% |
| Equity - Exchange | $1,124,778,149 | 14.7% |
| Cash | $4,147,141,204 | 54.2% |
| Total | $7,651,552,036 | 100.0% |