$42.4M Total AUM
$42.4M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-10-2017
- Office Locations
- 1
Office Locations
1976 Garden Avenue Eugene OR
About Isler Wealth Management, LLC
Isler Wealth Management, LLC is an Eugene, Oregon RIA providing personalized financial planning and investment management for individuals and families, often around retirement, business transitions, and legacy goals. Portfolios are built primarily with public funds and ETFs and may incorporate fixed income/municipals. Custody includes providers such as Schwab and Fidelity.
Team overview
-- AVG AGE
$21.2M AVG AUM / ADVISOR
$964.5K AVG AUM / CLIENT
8.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Beacon summit Zenith alpha
Investment Themes
Fusion pathway
Investment Vehicles
Ember
Services
Frontier Harbor Peak meridian Atlas radial Catalyst Horizon
Owner & Executives
J
Joseph Andersen Lewis
Chief Compliance Officer, Partner
- CRD
- #6728999
- Ownership
- 75% or more
(432) 969-6178
alpha.focus@vertexcapital.com
in linkedin.com/in/capital-vital
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G
GLENN ALEXANDER MUNRO
Partner
- CRD
- #6907482
(935) 956-1111
vital.radial@frontiercapital.com
in linkedin.com/in/signal-momentum
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,436,114 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,436,114 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,436,114
Public Funds:
49.2% Cash:
50.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,498,876,671 | 49.2% |
| Cash | $3,612,661,279 | 50.8% |
| Total | $7,111,537,950 | 100.0% |