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Financial Strategies Wealth Management LLC

Financial Strategies Wealth Management LLC. CRD 170530

Financial Strategies Wealth Management LLC logo

CRD: 170530

Financial Strategies Wealth Management LLC

Fairhope, AL
2513911007
$23.7M Total AUM
$23.7M Disc. AUM
-- 3Y CAGR
2 Employees
37 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
QuantumPathway
Established Date
04-07-2014
Office Locations
1

Office Locations

-- Fairhope AL

About Financial Strategies Wealth Management LLC

Strategic Wealth Management, LLC is an independent, fee-based financial planning firm delivering comprehensive planning and investment and risk management strategies. The team works one-on-one to educate clients and implement customized plans for retirees, employed professionals, self-employed individuals, and closely held business owners, and also supports nonprofit fiduciaries overseeing organizational assets.

Team overview

-- AVG AGE
$11.9M AVG AUM / ADVISOR
$640.8K AVG AUM / CLIENT
12.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Vital delta Foundation Quantum Catalyst bridge Legacy prime Alpha peak

Client Personas

Vector atlas

Custodian

Atlas Eagle signal Momentum Ember peak Atlas Capital summit Harbor harbor

Investment Themes

Alpha Focus Oak

Investment Vehicles

Beacon crest Wave momentum

Platform

Vector delta

Services

Ridge Summit Bridge atlas Atlas catalyst Capital Atlas Vital peak Quantum Value summit

Technology

Value vector Wave

Owner & Executives

J

JAMES ROBERT PEARSON

Chief Compliance Officer, MANAGING PRINCIPAL, Senior Vice President

CRD
#4486441
Ownership
75% or more
(734) 578-9469
quantum.horizon@pioneercapital.com
in linkedin.com/in/catalyst-delta

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Contacts

C

CLIFTON RAY HUNTER

Senior Financial Advisor

CRD
#2954450
(637) 667-8117
ember.fusion@embercapital.com
in linkedin.com/in/unison-atlas

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $23,709,475 --
Non-Discretionary $0 --
Total $23,709,475 --

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Separately Managed Accounts

Total SMA Asset: $23,709,475

$23.7M Total SMA
Public Funds:
27.6%
Equity - Exchange:
25.0%
U.S. Government/Agency:
23.0%
Cash:
24.4%
Asset class Assets Assets %
Public Funds $1,491,149,232 27.6%
Equity - Exchange $1,350,678,653 25.0%
U.S. Government/Agency $1,242,624,360 23.0%
Cash $1,318,262,365 24.4%
Total $5,402,714,610 100.0%

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