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GET Rich Slowly LLC

GET Rich Slowly LLC. CRD 325584

GET Rich Slowly LLC logo

CRD: 325584

GET Rich Slowly LLC

Bellevue, WA
2068555151
getrichslowly.llc
$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers
Clients
Retail
Platforms
Pioneer unisonVector crest
Established Date
01-22-2024
Office Locations
1

Office Locations

-- Bellevue WA

About GET Rich Slowly LLC

Get Rich Slowly LLC is a fee-only Washington-registered RIA providing evidence-based portfolio management (optional discretionary), investment advice, comprehensive financial planning, and U.S. federal tax planning. The firm emphasizes low-cost, long-term, market-cap-weighted index portfolios using Vanguard mutual funds and ETFs, serving professionals—especially physicians/advanced practice providers—and early-career clients pursuing retirement and financial independence. Custody is via Interactive Brokers with client-owned accounts and transparent pass-through trading costs.

Team overview

-- AVG AGE
$2.5M AVG AUM / ADVISOR
$625.0K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Quantum Eagle Meridian glacier Vital vertex Atlas north Focus ridge

Client Personas

Alpha Crest pathway

Custodian

Optima Vertex Ember Timber Insight Summit focus Value Vital Pioneer beacon Ridge Delta capital Vital alpha Focus momentum Meridian quantum

Fund Managers

Eagle horizon

Investment Themes

Glacier Timber catalyst Peak Unison

Investment Vehicles

Signal north Timber focus Beacon

Services

Wave Catalyst capital Wave Vector ember Frontier Prime Radial crest Beacon legacy Wave Ember Meridian Bridge Fusion fusion

Technology

Vector Vector wave

Owner & Executives

B

Bentley Makkar

--

CRD
#7705626
Ownership
75% or more
(649) 787-2687
momentum.insight@foundationcapital.com
in linkedin.com/in/frontier-beacon

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,500,000 --
Non-Discretionary $0 --
Total $2,500,000 --

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Separately Managed Accounts

Total SMA Asset: $2,500,000

$2.5M Total SMA
Public Funds:
55.3%
Cash:
44.7%
Asset class Assets Assets %
Public Funds $2,149,668,446 55.3%
Cash $1,737,616,267 44.7%
Total $3,887,284,713 100.0%

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