$5.2M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
9 yrs Firm Age
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- Custodian
- Betterment ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Glacier
- Established Date
- 01-04-2017
- Office Locations
- 1
Office Locations
413 Main Street Deer Lodge MT
About James C Wangerin, CPA/PFS
Deer Lodge, MT-based Wangerin CPA & Wangerin EA provides income tax preparation and ongoing IRS exam/Appeals/Collections representation, with returns prepared by a CPA or EA and the same team guiding clients through disputes. The public profile also lists financial planning and ETF-oriented portfolio management (Betterment, Interactive Brokers). Notably, the firm has successfully claimed and received IRS payment for client representation fees (valued at $200/hr).
Team overview
-- AVG AGE
$5.2M AVG AUM / ADVISOR
$84.5K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Horizon ridge
Custodian
Foundation frontier
Investment Themes
Alpha
Investment Vehicles
Delta wave
Services
Legacy Wave Value
Technology
Focus glacier
Owner & Executives
J
JAMES CURTIS WANGERIN
--
- CRD
- #1564649
- Ownership
- 75% or more
(904) 289-9420
vertex.ember@valuecapital.com
in linkedin.com/in/pathway-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,696,017 | -- |
| Non-Discretionary | $3,457,044 | -- |
| Total | $5,153,061 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,153,061
Equity - Exchange:
24.1% Cash:
75.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,072,618,007 | 24.1% |
| Cash | $6,527,456,710 | 75.9% |
| Total | $8,600,074,717 | 100.0% |