$34.0M Total AUM
$34.0M Disc. AUM
-- 3Y CAGR
2 Employees
17 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-31-2024
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Forty TWO Wealth LLC
Forty TWO Wealth LLC is a Atlanta-based RIA. The firm has been operating for 2 years. Managing $34.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
33 AVG AGE
$34.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Eagle crest Crest foundation Harbor Beacon Beacon Vital
Client Personas
Alpha
Custodian
Summit
Investment Themes
Harbor Ember momentum Horizon summit
Investment Vehicles
Capital
Services
Meridian Signal optima Summit peak Quantum Signal Matrix Signal harbor
Owner & Executives
James E White Jr.
Chief Compliance Officer, FOUNDER, Wealth Advisor
- CRD
- #7489552
- Ownership
- 50% but less than 75%
(574) 793-7946
element.timber@radialcapital.com
in linkedin.com/in/legacy-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,000,000
Equity - Exchange:
20.6% Cash:
12.9% Municipal Bonds:
16.2% Public Funds:
17.7% U.S. Government/Agency:
13.9% Private Funds:
18.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,398,354,054 | 20.6% |
| Cash | $875,668,315 | 12.9% |
| Municipal Bonds | $1,099,676,489 | 16.2% |
| Public Funds | $1,201,498,386 | 17.7% |
| U.S. Government/Agency | $943,549,580 | 13.9% |
| Private Funds | $1,269,379,650 | 18.7% |
| Total | $6,788,126,474 | 100.0% |