$3.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
8 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Capital atlasAtlas
- Established Date
- 01-01-2018
- Office Locations
- 1
Office Locations
-- Tempe AZ
About LTC Wealth Management, LLC
LTC Wealth Management, LLC is an owner-led RIA in Tempe, AZ serving retail clients, including entrepreneurs. The firm provides investment planning and asset management alongside insurance, tax, estate, and legacy planning, with portfolios primarily implemented through public funds and cash. Custody is through SEI.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$257.9K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Unison quantum
Client Personas
Vector radial
Investment Themes
Insight harbor Pioneer crest Pathway
Investment Vehicles
Capital
Services
Alpha Crest zenith Focus Pathway radial Value Insight
Technology
Quantum pathway Peak
Owner & Executives
S
STEVEN MICHAEL DABBS
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #1258864
- Ownership
- 75% or more
(772) 651-7181
eagle.pioneer@unisoncapital.com
in linkedin.com/in/unison-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,094,991 | -- |
| Total | $3,094,991 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,094,991
Public Funds:
45.3% Cash:
54.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,072,692,468 | 45.3% |
| Cash | $4,917,798,632 | 54.7% |
| Total | $8,990,491,100 | 100.0% |