$46.9M Total AUM
$46.9M Disc. AUM
-- 3Y CAGR
5 Employees
653 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
21.3 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Full visibility includes strategy notes for value pathway.
Premium access reveals conviction themes in fusion summit.
Upgrade to reveal position-level detail across frontier quantum.
Unlock to see real insight on north peak.
Unlock to see real insight on signal fusion.
Premium access reveals conviction themes in pioneer element.
See the complete signal summary connected to crest.
Unlock to see real insight on optima horizon.
Asset Classes
Atlas insight Element prime
Client Personas
Legacy
Custodian
Ridge delta Capital Unison Value north Glacier Capital frontier
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |