$10.2M Total AUM
$10.2M Disc. AUM
-- 3Y CAGR
2 Employees
48 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-31-2023
- Office Locations
- 2
Office Locations
-- Castle Rock CO
-- Rescue CA
About Hill Country Kingdom Advisors
TekWise Financial is a Castle Rock, CO-based RIA providing faith-centered financial planning and values-aligned investment guidance for Christian individuals and families. The firm builds long-term portfolios screened for Christian values and offers portfolio risk reviews to align holdings with client risk tolerance. Custody is through Charles Schwab.
Team overview
41 AVG AGE
$5.1M AVG AUM / ADVISOR
$211.9K AVG AUM / CLIENT
1.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
L
LESLIE EVAN ANTHONY FRAZIER
Chief Compliance Officer, Managing Member
- CRD
- #5868758
- Ownership
- 75% or more
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Gregory Joseph Bronson
--
- CRD
- #7324229
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,171,191 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,171,191 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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