F
CRD: 334437
Forever Young Integrated Wealth
Brighton, MI, 48114
8102204900
$61.7M Total AUM
$61.7M Disc. AUM
-- 3Y CAGR
2 Employees
104 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-07-2025
- Office Locations
- 1
Office Locations
7600 Grand River Road Suite 150 Brighton MI
About Forever Young Integrated Wealth
Forever Young Integrated Wealth is a Brighton-based RIA. The firm has been operating for 1 years. Managing $61.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and SEI. Services offered include Asset Management, Insurance.
Team overview
-- AVG AGE
$30.8M AVG AUM / ADVISOR
$593.2K AVG AUM / CLIENT
1.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Quantum ridge Eagle catalyst
Client Personas
Eagle frontier
Investment Themes
Summit
Investment Vehicles
Unison
Services
Radial quantum Glacier summit
Owner & Executives
C
CHERI YOUNG
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4860414
- Ownership
- 75% or more
(472) 789-1916
capital.value@timbercapital.com
in linkedin.com/in/optima-beacon
M
MARK CHARLES YOUNG
INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #6084342
- Ownership
- Less than 5%
(799) 708-5753
harbor.vertex@vectorcapital.com
in linkedin.com/in/unison-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,696,854 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,696,854 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,696,854
Public Funds:
22.5% Equity - Exchange:
39.2% Other:
24.5% Cash:
13.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,506,710,177 | 22.5% |
| Equity - Exchange | $2,625,023,953 | 39.2% |
| Other | $1,640,639,971 | 24.5% |
| Cash | $924,115,576 | 13.8% |
| Total | $6,696,489,677 | 100.0% |