CRD: 167873
Fleming Wealth Strategies, LLC
$46.9M Total AUM
$46.9M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-16-2013
- Office Locations
- 1
Office Locations
19420 N. 59th Avenue Suite B247 Glendale AZ
About Fleming Wealth Strategies, LLC
Fleming Wealth Strategies is an independent Glendale, AZ RIA led by a CFP professional fiduciary. The firm provides retirement, investment and financial planning, estate and tax planning, and wealth preservation strategies for individuals and business owners. Portfolios are built primarily with ETFs, with custody relationships that include Charles Schwab.
Team overview
-- AVG AGE
$46.9M AVG AUM / ADVISOR
$689.7K AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
TIMOTHY FRANCIS FLEMING
Owner, President
- CRD
- #2928133
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,897,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,897,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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