J
CRD: 164184
JS Wealth Investment Group
Dallas, TX
9723063140
$7.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-10-2012
- Office Locations
- 1
Office Locations
-- Dallas TX
About JS Wealth Investment Group
JS Wealth Investment Group is a Dallas-based RIA. The firm has been operating for 13 years. Managing $7.5M in total assets under management, with 1 advisory representatives. They custody assets with Wells Fargo. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$7.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Optima Vital
Client Personas
Delta vertex
Investment Vehicles
Vector
Services
Timber focus Optima Pathway Delta crest
Owner & Executives
J
JOHN EDWARD SHRYACK
--
- CRD
- #1785131
- Ownership
- 75% or more
(919) 866-7822
signal.atlas@northcapital.com
in linkedin.com/in/horizon-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,535,313 | -- |
| Total | $7,535,313 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,535,313
Equity - Exchange:
28.6% Cash:
49.4% Derivatives:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $542,806,511 | 28.6% |
| Cash | $937,574,882 | 49.4% |
| Derivatives | $417,543,470 | 22.0% |
| Total | $1,897,924,863 | 100.0% |