$46.9M Total AUM
$46.9M Disc. AUM
-- 3Y CAGR
5 Employees
653 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Beacon bridgeOptima
- Established Date
- 02-15-2005
- Office Locations
- 1
Office Locations
2374 Diamond Hill Road 3B Cumberland RI
About M. W. Aragao Investment Advisors, LLC
M.W. Aragao Investment Advisors is an independent RIA based in Cumberland, RI (founded 2003) providing personalized financial planning, investment management, wealth/retirement planning, and tax preparation for individuals and families, plus trusts, estates, and select businesses nationwide. Its managed portfolios are ETF-centric, and primary custody includes Charles Schwab and TD Ameritrade.
Team overview
-- AVG AGE
$46.9M AVG AUM / ADVISOR
$71.8K AVG AUM / CLIENT
21.4 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Full visibility includes strategy notes for value pathway.
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Asset Classes
Atlas insight Element prime
Client Personas
Legacy
Custodian
Ridge delta Capital Unison Value north Glacier
Investment Themes
Capital Catalyst horizon Element vertex
Investment Vehicles
Pathway Glacier glacier
Platform
Alpha bridge
Services
Legacy Unison timber Ember Catalyst eagle Delta vital Prime Matrix Insight peak
Technology
Capital Matrix peak
Owner & Executives
M
MICHAEL W ARAGAO
Broker, President
- CRD
- #4265893
- Ownership
- 75% or more
(739) 330-3876
legacy.timber@bridgecapital.com
in linkedin.com/in/pioneer-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,866,220 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,866,220 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,866,220
Equity - Exchange:
12.4% Cash:
22.2% Derivatives:
17.1% Municipal Bonds:
23.9% U.S. Government/Agency:
24.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $560,567,574 | 12.4% |
| Cash | $1,003,596,786 | 22.2% |
| Derivatives | $773,040,768 | 17.1% |
| Municipal Bonds | $1,080,448,793 | 23.9% |
| U.S. Government/Agency | $1,103,052,324 | 24.4% |
| Total | $4,520,706,245 | 100.0% |