F
CRD: 332158
Fowler Wealth Management
Lake City, SC, 29560
8433742445
$20.9M Total AUM
$20.9M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-23-2024
- Office Locations
- 1
Office Locations
144 W Main Street Lake City SC
About Fowler Wealth Management
Fowler Wealth Management is a Lake City-based RIA. The firm has been operating for 1 years. Managing $20.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$20.9M AVG AUM / ADVISOR
$522.9K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Ridge harbor Unison
Investment Themes
Ridge unison Optima capital
Investment Vehicles
Ember
Services
Capital Unison pioneer Optima Oak glacier Atlas peak
Owner & Executives
M
MARION STEPHENSON FOWLER IV
Chief Compliance Officer, Managing Member
- CRD
- #6185209
- Ownership
- 75% or more
(972) 248-6169
vertex.timber@unisoncapital.com
in linkedin.com/in/ridge-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,917,251 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,917,251 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,917,251
Other:
26.3% Cash:
17.6% Equity - Exchange:
41.3% U.S. Government/Agency:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $2,051,091,152 | 26.3% |
| Cash | $1,372,593,319 | 17.6% |
| Equity - Exchange | $3,220,915,003 | 41.3% |
| U.S. Government/Agency | $1,154,226,200 | 14.8% |
| Total | $7,798,825,674 | 100.0% |