$45.4M Total AUM
$45.4M Disc. AUM
-- 3Y CAGR
2 Employees
199 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Pathway optimaEagle +more
- Established Date
- 04-24-2017
- Office Locations
- 1
Office Locations
1980 Willamette Falls Drive Suite 260 West Linn OR
About Lookahead Wealth LLC
Lookahead Wealth is an Oregon-registered RIA serving retail investors with integrated financial and wealth planning, including tax and insurance planning, charitable giving, and portfolio construction. The firm uses active asset allocation across ETFs and mutual funds, with an ETF-heavy SMA mix, and is set up on major custodial platforms such as Charles Schwab and Altruist.
Team overview
38 AVG AGE
$22.7M AVG AUM / ADVISOR
$228.1K AVG AUM / CLIENT
0.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Foundation timber Fusion radial
CRM
Radial momentum
Custodian
Vital frontier Vital zenith Unison zenith
Investment Themes
Beacon ember Foundation Capital foundation
Investment Vehicles
Timber element
Services
Ridge bridge Unison prime Focus Timber Crest Value Value Prime matrix Matrix element
Technology
Alpha Beacon Alpha glacier
Owner & Executives
MAXIMILLIAN ANDREW MORGAN
Chief Compliance Officer, Manager
- CRD
- #5266876
- Ownership
- 75% or more
(550) 275-4681
legacy.meridian@focuscapital.com
in linkedin.com/in/pathway-north
Showing 1 of 1 owners & executives
Unlock allContacts
E
Elijah Bo Lyons
--
- CRD
- #7652487
(302) 359-2524
wave.alpha@zenithcapital.com
in linkedin.com/in/pioneer-vector
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,384,888 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,384,888 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,384,888
Equity - Exchange:
26.3% Other:
9.9% Cash:
34.9% U.S. Government/Agency:
28.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $428,803,654 | 26.3% |
| Other | $161,412,782 | 9.9% |
| Cash | $569,020,819 | 34.9% |
| U.S. Government/Agency | $471,194,891 | 28.9% |
| Total | $1,630,432,146 | 100.0% |