$11.8M Total AUM
$11.8M Disc. AUM
-- 3Y CAGR
2 Employees
66 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Alpha
- Established Date
- 06-22-2021
- Office Locations
- 1
Office Locations
17941 Mitchell South Suite C Irvine CA
About Ingen Strategies, LLC
InGen Strategies, LLC is an Irvine, CA registered investment adviser providing wealth management and tax-aware financial planning for families focused on retirement and inter-generational wealth. Founder and IAR Troy Wirth emphasizes ongoing, dynamic planning and coordinates with clients’ other trusted advisors. Portfolios are primarily implemented with ETFs and public funds; custody includes Altruist and John Hancock.
Team overview
-- AVG AGE
$11.8M AVG AUM / ADVISOR
$179.3K AVG AUM / CLIENT
5.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Full visibility includes strategy notes for bridge radial.
Premium access reveals conviction themes in harbor quantum frontier.
See the complete signal summary connected to oak timber.
Request access to benchmark trends tied to momentum timber.
Request access to benchmark trends tied to zenith focus.
Premium access reveals conviction themes in alpha ridge.
Unlock to see real insight on atlas delta fusion.
Upgrade to reveal position-level detail across summit crest.
Asset Classes
Bridge Pioneer optima Summit Oak Fusion Element meridian
Client Personas
Atlas delta
Custodian
Vital focus Momentum
Investment Themes
Wave eagle Alpha Timber
Investment Vehicles
Zenith optima Vector
Services
Beacon Value Vertex harbor Vector Beacon Legacy value Fusion zenith Harbor Wave foundation
Technology
Summit alpha
Owner & Executives
TROY MICHAEL WIRTH
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2821333
- Ownership
- 75% or more
(815) 773-6792
vital.radial@valuecapital.com
in linkedin.com/in/unison-signal
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 | $11,834,403 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,834,403 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $11,834,403
Public Funds:
14.5% Equity - Exchange:
33.8% Cash:
13.5% Municipal Bonds:
38.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $456,460,732 | 14.5% |
| Equity - Exchange | $1,064,025,706 | 33.8% |
| Cash | $424,980,681 | 13.5% |
| Municipal Bonds | $1,202,537,928 | 38.2% |
| Total | $3,148,005,047 | 100.0% |