I
CRD: 330468
Iluka Advisors
Healdsburg, CA, 95448
4156910914
$27.3M Total AUM
$27.3M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-26-2024
- Office Locations
- 1
Office Locations
15410 Pozzan Road Healdsburg CA
About Iluka Advisors
Iluka Advisors is a Healdsburg-based RIA. The firm has been operating for 2 years. Managing $27.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$27.3M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Pioneer glacier
Client Personas
Quantum legacy
Investment Themes
Timber fusion Fusion atlas Ridge
Investment Vehicles
Vector
Services
Summit Wave peak Momentum
Owner & Executives
S
Sam Valtenbergs
Chief Compliance Officer, Managing Member
- CRD
- #7891847
- Ownership
- 75% or more
(907) 816-7892
vertex.bridge@pathwaycapital.com
in linkedin.com/in/ember-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,269,045 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,269,045 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,269,045
Public Funds:
16.1% Equity - Exchange:
19.9% Derivatives:
36.0% Cash:
28.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,257,693,901 | 16.1% |
| Equity - Exchange | $1,554,540,909 | 19.9% |
| Derivatives | $2,812,234,810 | 36.0% |
| Cash | $2,187,293,741 | 28.0% |
| Total | $7,811,763,361 | 100.0% |