$45.2M Total AUM
$43.9M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-11-2018
- Office Locations
- 1
Office Locations
-- Downers Grove IL
About Intuitive Wealth Management, LLC
Intuitive Wealth Management, LLC is a Downers Grove, IL wealth manager providing financial planning and portfolio management for individuals and families, using a goals-based process to help manage, grow, and protect wealth. Portfolios emphasize ETFs alongside significant U.S. government/agency fixed income and cash exposure, with custody relationships including Schwab and LPL.
Team overview
-- AVG AGE
$45.2M AVG AUM / ADVISOR
$753.0K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Asset Classes
Pathway vertex
Custodian
North quantum
Investment Themes
Wave Vertex Beacon wave
Investment Vehicles
Signal
Platform
Ridge
Services
Eagle Fusion pioneer Glacier pathway Summit Wave Beacon bridge
Owner & Executives
ROBERT JAMES MESCH
Chief Compliance Officer, Manager
- CRD
- #1569759
- Ownership
- 75% or more
(348) 542-3884
fusion.crest@unisoncapital.com
in linkedin.com/in/delta-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,907,119 | -- |
| Non-Discretionary | $1,272,007 | -- |
| Total | $45,179,126 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,179,126
U.S. Government/Agency:
7.0% Equity - Exchange:
18.7% Public Funds:
25.5% Cash:
17.5% Corporate - Investment Grade:
19.7% Other:
11.6% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $128,331,040 | 7.0% |
| Equity - Exchange | $342,827,207 | 18.7% |
| Public Funds | $467,491,645 | 25.5% |
| Cash | $320,827,600 | 17.5% |
| Corporate - Investment Grade | $361,160,212 | 19.7% |
| Other | $212,662,866 | 11.6% |
| Total | $1,833,300,570 | 100.0% |