CRD: 312434
Frazier Wealth Management
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- Custodian
- Charles Schwab & Company · E*TRADE · Etrade · LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-02-2021
- Office Locations
- 1
Office Locations
About Frazier Wealth Management
Frazier Wealth Management is a Pennsylvania-registered RIA providing customized, high-touch financial planning and personalized consultations for individuals and families, including retirement and education goal planning. The firm focuses on portfolio construction and asset allocation, using ETFs and fixed income as core building blocks, and can custody client assets through Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 3 clients, or 3 clients per representative. That equates to $356.0K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on June 1, 2021. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Frazier Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RON L FRAZIER
President, Vice President
- CRD
- #4369966
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,068,000 | -- |
| Total | $1,068,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Frazier Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.