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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2022
- Office Locations
- 1
Office Locations
About Lonetree Wealth Management
Lonetree Wealth Management is an independent fiduciary wealth manager providing investment management and goal-based financial planning for families and business owners, including those navigating liquidity events and multigenerational planning. Its process integrates tax-aware planning, estate/philanthropic and risk management with disciplined asset-allocation portfolio construction using third-party asset managers; alternatives may be used when appropriate. Custody at Schwab.
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Owner & Executives
JAMES DAVID BEARD
Chief Compliance Officer, Chief Operating Officer, PARTNER
- CRD
- #6081183
- Ownership
- 25% but less than 50%
Andrew Thomas Gilbert
Partner
- CRD
- #6568574
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Elizabeth Paige Rainer Dye
--
- CRD
- #7005126
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,202,381 | -- |
| Non-Discretionary | $1,881,986 | -- |
| Total | $47,084,367 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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