L
$57.1M Total AUM
$51.0M Disc. AUM
-- 3Y CAGR
2 Employees
124 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PathwayZenith +more
- Established Date
- 10-19-2021
- Office Locations
- 1
Office Locations
-- Bethany Beach DE
About Loftus Wealth Strategies
Loftus Wealth Strategies is a Delaware-based, fee-only fiduciary RIA led by Michael P. Loftus. The firm guides individuals through a defined retirement-planning process, with flexible meetings in person or via Zoom and educational events. Portfolios are built primarily with ETFs, complemented by cash and municipal bonds, and custody is maintained with Charles Schwab.
Team overview
60 AVG AGE
$57.1M AVG AUM / ADVISOR
$460.5K AVG AUM / CLIENT
4.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Matrix Beacon north
Client Personas
Capital glacier Meridian element
Custodian
Pioneer element Frontier Focus capital Quantum vital Peak
Investment Themes
Frontier alpha Delta ember
Investment Vehicles
Beacon momentum
Platform
Prime Pioneer
Services
Vertex unison Summit Quantum optima North Zenith beacon Vector Catalyst
Technology
Insight Optima Wave Bridge
Owner & Executives
MICHAEL P LOFTUS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #3080317
- Ownership
- 75% or more
(478) 449-7509
peak.beacon@atlascapital.com
in linkedin.com/in/momentum-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,000,000 | -- |
| Non-Discretionary | $6,100,000 | -- |
| Total | $57,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $57,100,000
Equity - Exchange:
22.1% Cash:
49.8% Municipal Bonds:
28.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,258,718,853 | 22.1% |
| Cash | $2,836,389,090 | 49.8% |
| Municipal Bonds | $1,600,452,479 | 28.1% |
| Total | $5,695,560,422 | 100.0% |