$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- VertexDelta delta +more
- Established Date
- 01-01-2022
- Office Locations
- 1
Office Locations
-- Ione CA
About Hesperian Wealth
Hesperian Wealth is a California-based RIA serving retail clients, including business owners, with comprehensive financial planning spanning tax and estate planning, insurance reviews, college planning, and portfolio construction. The firm emphasizes asset allocation using index funds and impact investing, and may incorporate alternatives such as real estate and commodities. Custody via Charles Schwab.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$261.2K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Horizon Focus pioneer Ember Glacier legacy
Client Personas
Oak
Custodian
Delta North delta Legacy Legacy
Fund Managers
Frontier focus
Investment Themes
Oak pioneer Ridge glacier Beacon value
Platform
Vector
Services
Matrix timber Alpha Beacon Frontier Element Harbor Crest
Technology
Value Meridian North eagle Fusion Catalyst
Owner & Executives
E
Eric Russell Figueroa
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #7458943
- Ownership
- Less than 5%
(940) 896-5118
delta.meridian@meridiancapital.com
in linkedin.com/in/optima-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,872,670 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,872,670 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,872,670
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $7,043,620,839 | 100.0% |
| Total | $7,043,620,839 | 100.0% |