$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
- Vertex
- 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
Prime Element crest Bridge Signal vital
Investment Vehicles
Horizon
Services
Glacier vital Ember Zenith Ridge Beacon Summit oak Quantum Zenith
Technology
Prime glacier
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% |