I
$104.5M Total AUM
$90.0M Disc. AUM
-- 3Y CAGR
4 Employees
59 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-23-2018
- Office Locations
- 2
Office Locations
8150 N Central Expy 10th Floor Dallas TX
-- Niceville FL
About Ideology Wealth Advisors, LLC
Ideology Wealth Advisors, LLC is a Dallas-based RIA with 2 offices. The firm has been operating for 8 years. Managing $104.5M in total assets under management, with 3 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include 529 Plans, Asset Management, Business Succession.
Team overview
-- AVG AGE
$34.8M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
5.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
4 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Radial Vital bridge Harbor Meridian quantum Capital Momentum zenith Pioneer catalyst
Client Personas
Element Summit Element
Custodian
Legacy alpha
Investment Themes
Beacon fusion Timber Beacon
Investment Vehicles
Capital
Services
Bridge frontier Meridian Insight Harbor bridge Focus Eagle alpha Harbor value Insight delta Momentum Ridge Horizon unison Insight Insight eagle Peak unison
Owner & Executives
J
Joshua Michael Materne
Owner, President
- CRD
- #6923830
- Ownership
- 75% or more
(435) 299-4139
vector.foundation@insightcapital.com
in linkedin.com/in/value-signal
Showing 1 of 1 owners & executives
Unlock allContacts
G
GERALD MICHAEL MATERNE
President
- CRD
- #1326880
(577) 957-4962
foundation.unison@fusioncapital.com
in linkedin.com/in/quantum-horizon
N
Nicholas Richard Moore
Wealth Advisor
- CRD
- #6073921
(256) 402-8399
catalyst.focus@wavecapital.com
in linkedin.com/in/prime-radial
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,000,000 | -- |
| Non-Discretionary | $14,500,000 | -- |
| Total | $104,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $104,500,000
Equity - Exchange:
25.7% Equity - OTC:
26.0% U.S. Government/Agency:
7.8% Municipal Bonds:
25.2% Corporate - Investment Grade:
7.0% Private Funds:
8.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $331,012,605 | 25.7% |
| Equity - OTC | $334,876,565 | 26.0% |
| U.S. Government/Agency | $100,462,969 | 7.8% |
| Municipal Bonds | $324,572,671 | 25.2% |
| Corporate - Investment Grade | $90,159,075 | 7.0% |
| Private Funds | $106,902,903 | 8.3% |
| Total | $1,287,986,788 | 100.0% |