H
CRD: 285945
Hilton Head Wealth Advisors, LLC
Bluffton, SC, 29910
2034820671
$4.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
8 yrs Firm Age
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- Custodian
- Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-19-2018
- Office Locations
- 1
Office Locations
-- Bluffton SC
About Hilton Head Wealth Advisors, LLC
Hilton Head Wealth Advisors, LLC is a Bluffton-based RIA. The firm has been operating for 8 years. Managing $4.2M in total assets under management, with 1 advisory representatives. They custody assets with Merrill Lynch. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$4.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Radial north
Client Personas
Value
Investment Themes
Glacier delta Vector prime
Investment Vehicles
Meridian pioneer
Services
Zenith atlas Prime Catalyst Harbor eagle Vector insight Delta ridge
Owner & Executives
Thomas J Catalano
CFP, Financial Professional
- CRD
- #6564541
- Ownership
- 75% or more
(488) 218-6358
glacier.optima@quantumcapital.com
in linkedin.com/in/catalyst-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,229,000 | -- |
| Total | $4,229,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,229,000
Equity - OTC:
51.8% Cash:
20.4% Equity - Exchange:
12.7% Derivatives:
15.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $959,704,762 | 51.8% |
| Cash | $377,953,227 | 20.4% |
| Equity - Exchange | $235,294,411 | 12.7% |
| Derivatives | $279,759,495 | 15.1% |
| Total | $1,852,711,895 | 100.0% |