$41.1M Total AUM
$41.1M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-28-2016
- Office Locations
- 1
Office Locations
822 A1A North Suite 310 Ponte Vedra Beach FL
About Formation Wealth Management
Formation Wealth Management is a fiduciary RIA founded in 2016 serving working and retired individuals and multi-generational families. The firm provides comprehensive financial and retirement planning, portfolio management, and tax, trust, and estate coordination, drawing on 25+ years of experience across market cycles. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$41.1M AVG AUM / ADVISOR
$955.5K AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Value summit
Client Personas
Signal
Custodian
Foundation North ridge Wave Pioneer pioneer Radial Glacier
Investment Themes
Summit atlas Wave matrix Fusion
Investment Vehicles
Zenith Summit atlas
Services
North momentum Summit delta Vector signal Zenith vital Peak Fusion harbor Optima Harbor north
Owner & Executives
MAXIMILIAN E NEUMAYER
Chief Compliance Officer, Managing Member
- CRD
- #4567591
- Ownership
- 75% or more
(984) 877-1173
ember.north@alphacapital.com
in linkedin.com/in/ember-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,084,698 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,084,698 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,084,698
Public Funds:
16.9% Equity - Exchange:
9.7% Cash:
21.4% Corporate - Investment Grade:
25.8% Municipal Bonds:
26.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $139,485,282 | 16.9% |
| Equity - Exchange | $80,059,600 | 9.7% |
| Cash | $176,626,333 | 21.4% |
| Corporate - Investment Grade | $212,942,028 | 25.8% |
| Municipal Bonds | $216,243,453 | 26.2% |
| Total | $825,356,696 | 100.0% |