M
CRD: 170829
Magister Wealth
SAN Antonio, TX
2102514993
$23.5M Total AUM
$23.5M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-05-2014
- Office Locations
- 1
Office Locations
-- SAN Antonio TX
About Magister Wealth
Magister Wealth is a SAN Antonio-based RIA. The firm has been operating for 11 years. Managing $23.5M in total assets under management, with 1 advisory representatives. They custody assets with Altruist. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
33 AVG AGE
$23.5M AVG AUM / ADVISOR
$837.7K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Premium access reveals conviction themes in eagle frontier.
Unlock to compare peer behavior around focus radial.
Premium access reveals conviction themes in legacy north oak.
Open the full profile to inspect shifts in fusion oak.
Request access to benchmark trends tied to unison ember.
Premium access reveals conviction themes in pioneer delta.
Open the full profile to inspect shifts in frontier oak.
Full visibility includes strategy notes for prime atlas focus.
Asset Classes
Capital Summit Catalyst timber
Investment Themes
Pioneer Pioneer eagle
Investment Vehicles
Wave zenith
Services
Beacon eagle Horizon value Vertex pioneer Beacon eagle Pioneer Foundation Oak vector Bridge
Owner & Executives
DAVID WILLIAM NASH
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5882986
- Ownership
- 75% or more
(323) 410-5947
ridge.ember@vitalcapital.com
in linkedin.com/in/wave-unison
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 | $23,455,809 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,455,809 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $23,455,809
Equity - Exchange:
13.2% Municipal Bonds:
40.5% Cash:
46.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $429,802,750 | 13.2% |
| Municipal Bonds | $1,318,712,982 | 40.5% |
| Cash | $1,507,565,704 | 46.3% |
| Total | $3,256,081,436 | 100.0% |