$3.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ridge
- Established Date
- 07-14-2022
- Office Locations
- 1
Office Locations
407 Florida LN Panama City Beach FL
About Graham Wealth Management LLC
Panama City Beach, FL-based Graham Wealth Management is an independent, fee-only fiduciary RIA providing conservative, personalized full-spectrum wealth management and financial planning. The firm builds financial roadmaps around each client’s goals and delivers high-touch, customized service. Portfolios are primarily ETF-based, with custody through Charles Schwab, and the practice is founder-led by Connor Graham.
Team overview
-- AVG AGE
$3.5M AVG AUM / ADVISOR
$106.1K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Delta Summit focus
Custodian
Wave
Investment Themes
Peak Harbor vector Peak
Investment Vehicles
Focus
Services
Focus beacon Pioneer Value Element atlas Timber Zenith harbor Ember prime
Technology
Element
Owner & Executives
Connor Michael Graham
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #7114947
- Ownership
- 75% or more
(501) 350-7381
vertex.summit@vertexcapital.com
in linkedin.com/in/element-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,500,000 | -- |
| Total | $3,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,500,000
Equity - Exchange:
37.1% Public Funds:
45.7% Cash:
17.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,194,882,881 | 37.1% |
| Public Funds | $2,703,669,748 | 45.7% |
| Cash | $1,017,573,734 | 17.2% |
| Total | $5,916,126,363 | 100.0% |