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- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail and Institutional
- Platforms
- UnisonUnison capital
- Established Date
- 06-17-2019
- Office Locations
- 1
Office Locations
About Make WAY Wealth Management
Make Way Wealth Management is a Sioux Falls, SD RIA led by wealth advisor Dylan Kvaale, providing values-based financial planning and coaching. The firm takes a team approach, coordinating with clients’ CPAs/attorneys and other trusted professionals, and offers tax planning and business succession guidance for entrepreneurs. Portfolios are implemented primarily with public funds and ETFs, with fixed income allocations, and custody includes Charles Schwab.
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Owner & Executives
DYLAN MATTHEW KVAALE
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5584512
- Ownership
- 75% or more
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TRAVIS JAMES KVAALE
--
- CRD
- #7475947
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,865,000 | -- |
| Non-Discretionary | $5,635,000 | -- |
| Total | $80,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $33,361,100 | 8.9% |
| Equity - Exchange | $67,097,043 | 17.9% |
| Cash | $100,083,299 | 26.7% |
| Other | $76,842,982 | 20.5% |
| Municipal Bonds | $50,603,915 | 13.5% |
| U.S. Government/Agency | $46,855,476 | 12.5% |
| Total | $374,843,815 | 100.0% |