CRD: 300368
Mabry Wealth Management, LLC
$12.2M Total AUM
$12.2M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- Quantum
- Established Date
- 01-15-2019
- Office Locations
- 1
Office Locations
9129 Strathmore LN Fort Wayne IN
About Mabry Wealth Management, LLC
Mabry Wealth Management is a Fort Wayne, IN fee-only RIA providing fiduciary advice and portfolio management built around personalized, risk-adjusted strategies for individuals and families. Services include 401(k) and IRA retirement planning and savings guidance. Client assets are custodied at Charles Schwab, and the firm is a Ramsey Solutions SmartVestor Pro partner.
Team overview
-- AVG AGE
$12.2M AVG AUM / ADVISOR
$244.0K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Wave Legacy
Custodian
Quantum Ridge
Investment Themes
Element focus Timber pioneer
Investment Vehicles
Legacy
Services
Glacier Quantum crest
Technology
Summit
Owner & Executives
R
Ryan Patrick Mabry
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6575840
- Ownership
- 75% or more
(725) 281-6052
harbor.eagle@northcapital.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 | $12,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,200,000
Equity - Exchange:
45.0% Equity - OTC:
55.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,591,535,197 | 45.0% |
| Equity - OTC | $4,389,654,130 | 55.0% |
| Total | $7,981,189,327 | 100.0% |