$7.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
37 ADV. Clients
8 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-28-2018
- Office Locations
- 1
Office Locations
3753 Howard Hughes Parkway Suite 200 LAS Vegas NV
About M Stevens Wealth Advisors, LLC
M Stevens Wealth Advisors, LLC is a Las Vegas–based retail RIA providing financial planning and portfolio management, including retirement, tax and estate planning and insurance guidance. The firm emphasizes asset allocation using ETFs and mutual funds, with capabilities spanning active and index approaches. Works with entrepreneurs and supports held-away assets via Pontera.
Team overview
66 AVG AGE
$3.5M AVG AUM / ADVISOR
$191.4K AVG AUM / CLIENT
7.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Matrix Pathway delta Optima Vertex Prime crest Element
Client Personas
Zenith
Investment Themes
Focus crest Crest Optima capital Optima
Investment Vehicles
Alpha meridian Bridge
Platform
North zenith
Services
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Owner & Executives
No owner records available.
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Unlock allContacts
STERLING SCOT GARY
Financial Advisor
- CRD
- #1331275
(571) 495-9572
vector.wave@quantumcapital.com
in linkedin.com/in/alpha-horizon
M
Mark Stewart
--
- CRD
- #2074085
(697) 358-2459
harbor.element@oakcapital.com
in linkedin.com/in/vertex-vertex
Showing 2 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,080,773 | -- |
| Total | $7,080,773 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,080,773
Equity - Exchange:
38.0% Cash:
48.0% Public Funds:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,030,555,830 | 38.0% |
| Cash | $2,564,912,627 | 48.0% |
| Public Funds | $748,099,516 | 14.0% |
| Total | $5,343,567,973 | 100.0% |