$13.5M Total AUM
$13.5M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- VertexPrime unison
- Established Date
- 03-21-2019
- Office Locations
- 1
Office Locations
-- Baldwinsville NY
About Main Street Wealth Management, LLC
Main Street Wealth Management, LLC is a fee-only, fiduciary RIA in Baldwinsville, NY providing investment and portfolio management alongside comprehensive financial planning. The firm focuses on “Main Street” households navigating retirement (pre- and distribution), major life events, and ongoing goal-based planning, with options for specialized projects and hourly consulting. Client assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$13.5M AVG AUM / ADVISOR
$259.6K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Foundation Beacon ridge Peak glacier
Custodian
Element glacier Momentum
Investment Themes
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Investment Vehicles
Horizon
Services
Glacier vital Ember Zenith Ridge Beacon Summit oak Quantum Zenith
Technology
Prime glacier Pathway beacon
Owner & Executives
R
ROBERT STEVEN JUST
Owner
- CRD
- #1834237
- Ownership
- 75% or more
(712) 641-7715
timber.wave@vertexcapital.com
in linkedin.com/in/focus-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,500,000
Public Funds:
20.3% Cash:
17.0% Equity - Exchange:
62.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $650,160,723 | 20.3% |
| Cash | $544,469,571 | 17.0% |
| Equity - Exchange | $2,008,131,886 | 62.7% |
| Total | $3,202,762,180 | 100.0% |