$5.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
1 yrs Firm Age
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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-12-2025
- Office Locations
- 1
Office Locations
999 Vanderbilt Beach Rd., Suite 200 Naples FL
About Local Wealth Advisors
Local Wealth Advisors is a Naples-based RIA. The firm has been operating for 1 years. Managing $5.3M in total assets under management, with 1 advisory representatives. They custody assets with Broadridge and Charles Schwab & Company.
Team overview
-- AVG AGE
$5.3M AVG AUM / ADVISOR
$124.0K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CHARLEY MICHAEL CORBETT
Chief Compliance Officer, FOUNDER
- CRD
- #5455878
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,330,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $5,330,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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