$22.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Zenith
- Established Date
- 04-24-2020
- Office Locations
- 1
Office Locations
-- LA Grange Park IL
About Galvanize Wealth LLC
Galvanize delivers customized technical training for enterprise leaders and engineering teams, spanning AI/ML adoption, Extreme Programming and Agile excellence, software and data engineering, and cloud infrastructure. Programs are aligned to business priorities and measured by post-training performance, with case studies including financial services and USAA.
Team overview
-- AVG AGE
$22.3M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Beacon beacon Beacon Eagle vector Timber crest Optima Eagle legacy
Client Personas
Value
CRM
Summit
Custodian
Focus Fusion wave Ember element Ridge alpha Vector frontier Vital momentum
Investment Themes
Timber focus
Investment Vehicles
Vertex
Platform
Quantum
Services
Summit vector Oak frontier Pathway eagle Momentum Alpha ember Harbor vector Glacier Vertex
Technology
Insight pathway
Owner & Executives
V
VINCENT GLENN BICICCHI
Chief Compliance Officer
- CRD
- #4754567
- Ownership
- 75% or more
(521) 846-7198
focus.pioneer@meridiancapital.com
in linkedin.com/in/vital-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $22,270,665 | -- |
| Total | $22,270,665 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,270,665
U.S. Government/Agency:
5.4% Equity - Exchange:
7.5% Cash:
18.7% Corporate - Investment Grade:
23.3% Corporate - Non-Investment Grade:
22.6% Municipal Bonds:
22.5% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $186,252,264 | 5.4% |
| Equity - Exchange | $258,683,700 | 7.5% |
| Cash | $644,984,693 | 18.7% |
| Corporate - Investment Grade | $803,644,029 | 23.3% |
| Corporate - Non-Investment Grade | $779,500,217 | 22.6% |
| Municipal Bonds | $776,051,100 | 22.5% |
| Total | $3,449,116,003 | 100.0% |