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- Custodian
- Charles Schwab & Company · Merrill Lynch · TD Ameritrade · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-12-2015
- Office Locations
- 1
Office Locations
About Firelands Wealth Management, LLC
Firelands Wealth Management is an independent RIA serving individuals and business owners with goals-based financial planning and discretionary investment management. The team uses disciplined, rules-based portfolio construction (often via mutual funds and ETFs) alongside retirement, estate and education planning, insurance, and employer plan solutions from 401(k) to SEP/SIMPLE and Solo 401(k). Tax planning and return preparation are coordinated with partner CPAs and included in the advisory fee, with an emphasis on fee transparency and fiduciary duty.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
WILLIAM C MURRAY
Chief Compliance Officer, Partner, President
- CRD
- #5920818
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Phillip Andrew McKee
--
- CRD
- #8238357
JEREMY ADAM PIFER
Advisor
- CRD
- #5763178
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,316,707 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,316,707 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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