CRD: 297772
Maciel Wealth Management
$18.6M Total AUM
$18.6M Disc. AUM
-- 3Y CAGR
1 Employees
170 ADV. Clients
7 yrs Firm Age
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- Custodian
- Ascensus · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-27-2018
- Office Locations
- 1
Office Locations
11863 W 112th ST Suite 100 Overland Park KS
About Maciel Wealth Management
Maciel Wealth Management is a retail-focused RIA in Overland Park, KS led by owner Matthew Maciel. The firm provides financial planning and wealth management to help clients navigate their next financial steps, supported by retirement/college planning calculators and ongoing market education content. Portfolios are primarily implemented with ETFs, with custody including Charles Schwab.
Team overview
46 AVG AGE
$18.6M AVG AUM / ADVISOR
$109.4K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Technology
Available
Owner & Executives
M
MATTHEW MACIEL
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #6430965
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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