$196.4M Total AUM
$196.4M Disc. AUM
-- 3Y CAGR
4 Employees
196 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-31-2009
- Office Locations
- 1
Office Locations
5000 Sagemore Drive Suite 102 Marlton NJ
About Friedenthal Financial, LLC
Friedenthal Financial is a fee-only, fiduciary RIA (est. 2009) providing portfolio management and wealth planning. The team uses technology and proprietary models to deliver institutional-style analysis for individual clients, with transparent client-paid fees and no commissions. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$49.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
10 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
16yrs Firm Age
Insights
Unlock to see real insight on summit fusion atlas.
Upgrade to reveal position-level detail across pioneer radial.
Open the full profile to inspect shifts in prime alpha.
Unlock to compare peer behavior around vertex vertex.
Premium access reveals conviction themes in peak delta.
Request access to benchmark trends tied to foundation zenith.
Request access to benchmark trends tied to fusion.
Premium access reveals conviction themes in zenith pioneer.
Asset Classes
Legacy Ember crest Element Wave legacy Vector oak
Custodian
Summit value Wave Horizon foundation Peak Peak
Investment Themes
Vital Timber unison Delta Capital eagle
Investment Vehicles
Horizon momentum Crest signal
Platform
North Wave
Services
Peak North Unison Legacy crest Crest
Owner & Executives
MARK STUART FRIEDENTHAL
Chief Compliance Officer, President
- CRD
- #2661065
- Ownership
- 75% or more
(942) 583-6296
vector.peak@insightcapital.com
in linkedin.com/in/quantum-vector
F
FREDERIC WHEELER
Chief Investment Officer
- CRD
- #5679832
- Ownership
- 10% but less than 25%
(542) 557-7074
vector.vertex@ridgecapital.com
in linkedin.com/in/wave-alpha
Showing 2 of 2 owners & executives
Unlock allContacts
C
CLAUDIA ROSE SAIA
Director
- CRD
- #4671952
(552) 727-3446
quantum.vertex@fusioncapital.com
in linkedin.com/in/matrix-harbor
S
Soumyadeep Sinha
Director
- CRD
- #7942133
(932) 668-9704
vector.foundation@vertexcapital.com
in linkedin.com/in/momentum-wave
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $196,379,630 | $366,380 |
| Non-Discretionary | $0 | -- |
| Total | $196,379,630 | $366,380 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $196,379,630
Public Funds:
17.4% Equity - Exchange:
23.7% Cash:
17.4% Derivatives:
7.5% Private Funds:
13.4% U.S. Government/Agency:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,035,551,068 | 17.4% |
| Equity - Exchange | $1,410,491,973 | 23.7% |
| Cash | $1,035,551,068 | 17.4% |
| Derivatives | $446,358,219 | 7.5% |
| Private Funds | $797,493,352 | 13.4% |
| U.S. Government/Agency | $1,225,997,242 | 20.6% |
| Total | $5,951,442,922 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON OPTIMA SIGNAL | SIGNAL LEGACY | 4DRC9RSSD | KPHVB | 2.94% | $23,019,371 |
| FOCUS CREST EAGLE | PIONEER CATALYST | O1U47INZG | WEMJ | 2.25% | $6,484,556 |
| HORIZON FUSION CAPITAL | PRIME FUSION | YCRYGD3FO | QDP | 2.74% | $18,023,435 |
| WAVE PEAK | VECTOR MATRIX | NALNFHVYV | LADME | 6.38% | $17,931,731 |
| SIGNAL LEGACY | RADIAL CATALYST | J4R0PISES | GKIM | 7.27% | $72,588,451 |
| FUSION MATRIX | PEAK CAPITAL | 9SD5FJAN4 | HJT | 4.71% | $99,575,113 |
| HORIZON FOUNDATION HARBOR | QUANTUM RIDGE | XWUQ4I5QN | HCCH | 3.67% | $93,901,752 |
| MOMENTUM OPTIMA OAK | BEACON BEACON | X75ZQ5Z91 | AIYE | 5.48% | $37,166,366 |