$47.9M Total AUM
$47.9M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-28-2021
- Office Locations
- 1
Office Locations
-- Dallas TX
About Ladewig Investment Management, LLC
Ladewig Investment Management, LLC is a Dallas-based RIA providing discretionary asset management and portfolio allocation for entrepreneurs and other retail and institutional clients. Portfolios primarily use mutual funds and ETFs alongside fixed income, including U.S. government/agency exposure, with some real estate emphasis. The firm reports custody through Charles Schwab.
Team overview
53 AVG AGE
$47.9M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Delta Timber pathway
Client Personas
Ember
Investment Themes
Quantum optima
Investment Vehicles
Bridge catalyst
Services
Oak
Owner & Executives
P
PHILIP L LADEWIG JR.
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4497848
- Ownership
- 75% or more
(239) 420-6203
oak.signal@catalystcapital.com
in linkedin.com/in/zenith-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,912,109 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,912,109 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,912,109
Public Funds:
25.5% Equity - Exchange:
10.8% U.S. Government/Agency:
21.0% Cash:
42.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,068,367,934 | 25.5% |
| Equity - Exchange | $452,485,243 | 10.8% |
| U.S. Government/Agency | $879,832,416 | 21.0% |
| Cash | $1,788,992,579 | 42.7% |
| Total | $4,189,678,172 | 100.0% |