I
$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- OptimaBeacon momentum +more
- Established Date
- 01-17-2022
- Office Locations
- 1
Office Locations
55 Music Square E Suite B Nashville TN
About Infinitus Wealth Management LLC
Infinitus Wealth Management is an independent, fiduciary RIA in Nashville providing asset management and complimentary financial planning. The firm builds custom, tax-aware portfolios and offers income and wealth-protection strategies including dividend-growth equities, tax-exempt municipal bonds, and fixed income. Fee-only (no commissions or performance fees) and offers Altruist Cash FDIC-insured cash accounts.
Team overview
-- AVG AGE
$5.9M AVG AUM / ADVISOR
$493.4K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Unlock to see real insight on vector insight.
See the complete signal summary connected to signal fusion.
Open the full profile to inspect shifts in oak capital.
Upgrade to reveal position-level detail across foundation capital.
Unlock to see real insight on summit glacier.
Request access to benchmark trends tied to wave.
Unlock to compare peer behavior around zenith pathway.
Request access to benchmark trends tied to vital crest.
Asset Classes
Foundation focus Alpha peak Horizon momentum Bridge north Glacier Pathway fusion Ridge Peak
Client Personas
Capital unison Value capital Frontier
Custodian
Prime Signal horizon Timber unison Glacier Atlas vector Beacon Peak fusion Legacy Foundation Prime insight
Investment Themes
Capital Radial Beacon matrix Insight Bridge
Investment Vehicles
Ember
Services
Radial Ember Radial Unison Quantum catalyst Alpha capital Horizon Unison value Oak Crest Matrix
Technology
Legacy Pathway ridge Optima Ember Vector
Owner & Executives
Erik James Roberts
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #6357992
- Ownership
- 75% or more
(856) 904-9981
fusion.vertex@catalystcapital.com
in linkedin.com/in/oak-summit
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,921,245 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,921,245 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,921,245
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,963,867,581 | 100.0% |
| Total | $5,963,867,581 | 100.0% |