G
$54.9K Total AUM
$54.9K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-18-2024
- Office Locations
- 1
Office Locations
-- -- --
About Gouda Wealth Planning
Gouda Wealth Planning is a Montebello-based RIA. The firm has been operating for 1 years. Managing $54.9K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$54.9K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
J
JASON LEE SUSDORF
Chief Compliance Officer
- CRD
- #5740388
- Ownership
- Less than 5%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,900 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,900 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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