F
$147.4M Total AUM
$147.4M Disc. AUM
-- 3Y CAGR
3 Employees
214 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta radialPathway legacy +more
- Established Date
- 11-19-2015
- Office Locations
- 1
Office Locations
6341 S. Troy Circle Unit E Centennial CO
About FIT Wealth Management
FIT Wealth Management is a Centennial-based RIA. The firm has been operating for 10 years. Managing $147.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
47 AVG AGE
$49.1M AVG AUM / ADVISOR
$688.6K AVG AUM / CLIENT
7.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Ember
Client Personas
Oak horizon
Custodian
Fusion ridge Vital meridian Capital Capital atlas Radial Signal focus
Investment Vehicles
Quantum beacon
Platform
Eagle horizon Pathway focus Quantum
Services
Catalyst horizon Vertex atlas Delta Signal Harbor pioneer Pioneer insight Insight atlas Eagle
Technology
Focus radial Pioneer radial Ridge Vital
Owner & Executives
BRIAN MICHAEL MILLER
Managing Member, Partner
- CRD
- #2425829
- Ownership
- 50% but less than 75%
(616) 364-4682
signal.eagle@matrixcapital.com
in linkedin.com/in/delta-beacon
AARON ROBERT ANDERSON
Chief Compliance Officer, Senior Investment Advisor
- CRD
- #5134032
- Ownership
- 25% but less than 50%
(210) 874-1497
north.beacon@northcapital.com
in linkedin.com/in/delta-focus
Showing 2 of 2 owners & executives
Unlock allContacts
WILLIAM JOSEPH DONOHUE
Managing Director, Wealth Advisor
- CRD
- #2404970
(917) 491-8038
focus.eagle@matrixcapital.com
in linkedin.com/in/focus-legacy
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,354,417 | $232,054 |
| Non-Discretionary | $0 | -- |
| Total | $147,354,417 | $232,054 |
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Separately Managed Accounts
Total SMA Asset: $147,354,417
Public Funds:
26.8% Equity - Exchange:
50.8% Cash:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,468,045,094 | 26.8% |
| Equity - Exchange | $2,782,712,342 | 50.8% |
| Cash | $1,227,022,764 | 22.4% |
| Total | $5,477,780,200 | 100.0% |