M
$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
22 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-24-2003
- Office Locations
- 1
Office Locations
W273 N1190 Spring Hill Court Pewaukee WI
About Magis Private Wealth Management, LLC
Magis Private Wealth Management, LLC is a Pewaukee-based RIA. The firm has been operating for 22 years. Managing $2.2M in total assets under management, with 1 advisory representatives. They custody assets with Pershing. Services offered include Insurance.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
22.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Delta value Harbor vital
Investment Vehicles
Prime frontier
Services
Prime
Owner & Executives
L
LARS DAVID LARSEN
MANAGING DIRECTOR, President
- CRD
- #4697715
- Ownership
- 75% or more
(729) 639-4119
delta.alpha@ridgecapital.com
in linkedin.com/in/crest-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,187,817 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,187,817 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,187,817
U.S. Government/Agency:
22.1% Public Funds:
26.3% Cash:
17.8% Equity - Exchange:
33.8% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $1,438,139,228 | 22.1% |
| Public Funds | $1,711,450,756 | 26.3% |
| Cash | $1,158,320,283 | 17.8% |
| Equity - Exchange | $2,199,507,056 | 33.8% |
| Total | $6,507,417,323 | 100.0% |