I
CRD: 286445
IWC Asset Management LLC
Pleasanton, CA
9252570785
$92.1M Total AUM
$85.2M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2016
- Office Locations
- 1
Office Locations
-- Pleasanton CA
About IWC Asset Management LLC
IWC Asset Management LLC is a Pleasanton-based RIA. The firm has been operating for 9 years. Managing $92.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
63 AVG AGE
$92.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
9.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Timber Fusion
Client Personas
Beacon glacier
Investment Themes
Signal vertex
Investment Vehicles
Value timber
Platform
Frontier oak
Services
Matrix pathway Radial ember Vector Wave North
Owner & Executives
MICHAEL ANTHONY LAMBRECHT
Wealth Manager
- CRD
- #1846927
- Ownership
- Less than 5%
(840) 793-6248
crest.delta@optimacapital.com
in linkedin.com/in/insight-frontier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,230,859 | $539,436 |
| Non-Discretionary | $6,844,096 | $3,422,048 |
| Total | $92,074,955 | $575,468 |
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Separately Managed Accounts
Total SMA Asset: $92,074,955
Equity - Exchange:
16.1% Public Funds:
13.2% Cash:
15.2% Corporate - Investment Grade:
15.2% U.S. Government/Agency:
11.7% Municipal Bonds:
7.8% Corporate - Non-Investment Grade:
5.2% Derivatives:
15.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,144,280,406 | 16.1% |
| Public Funds | $938,167,786 | 13.2% |
| Cash | $1,080,314,420 | 15.2% |
| Corporate - Investment Grade | $1,080,314,420 | 15.2% |
| U.S. Government/Agency | $831,557,810 | 11.7% |
| Municipal Bonds | $554,371,874 | 7.8% |
| Corporate - Non-Investment Grade | $369,581,249 | 5.2% |
| Derivatives | $1,108,743,747 | 15.6% |
| Total | $7,107,331,712 | 100.0% |