H
CRD: 284018
Hamsher Wealth Management, LLC
$9.4M Total AUM
$9.4M Disc. AUM
-- 3Y CAGR
2 Employees
185 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vector
- Established Date
- 06-21-2016
- Office Locations
- 1
Office Locations
7100 E. Belleview AVE Suite 210 Greenwood Village CO
About Hamsher Wealth Management, LLC
Hamsher Wealth Management, LLC is a Colorado-based retail RIA providing wealth management with tax planning and insurance planning support. Portfolios are implemented primarily with public funds and ETFs, with a cash sleeve, and the firm custodies client assets at Charles Schwab. Led by managing member and chief compliance officer Troy A. Hamsher.
Team overview
-- AVG AGE
$4.7M AVG AUM / ADVISOR
$51.1K AVG AUM / CLIENT
7.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Zenith radial Ember Wave pioneer
Client Personas
Vital
Investment Themes
Ridge alpha Eagle Capital
Investment Vehicles
Alpha zenith
Services
Delta Foundation Peak alpha Foundation Frontier momentum
Technology
Delta
Owner & Executives
T
TROY A HAMSHER
Chief Compliance Officer
- CRD
- #6442552
- Ownership
- Less than 5%
(747) 233-9576
atlas.harbor@fusioncapital.com
in linkedin.com/in/fusion-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
L
Logan Chamberlin Bradley
--
- CRD
- #7490120
(700) 707-7260
peak.crest@radialcapital.com
in linkedin.com/in/ember-vital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,446,663 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,446,663 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,446,663
Public Funds:
41.6% Equity - Exchange:
39.1% Cash:
19.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,246,594,441 | 41.6% |
| Equity - Exchange | $3,051,486,602 | 39.1% |
| Cash | $1,506,232,517 | 19.3% |
| Total | $7,804,313,560 | 100.0% |