$37.3M Total AUM
$37.3M Disc. AUM
-- 3Y CAGR
2 Employees
78 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-09-2010
- Office Locations
- 2
Office Locations
-- Neshanic Station NJ
-- North Port FL
About Managed Wealth Advisors
Managed Wealth Advisors is a boutique, retail-focused RIA led by James R. Lentz with offices in New Jersey and Florida. The firm provides financial and investment planning, including estate, tax and insurance planning, and builds portfolios with a strong ETF emphasis alongside cash and selective derivatives. Custody includes Charles Schwab.
Team overview
53 AVG AGE
$18.7M AVG AUM / ADVISOR
$478.2K AVG AUM / CLIENT
16.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Custodian
Value Meridian foundation
Investment Themes
Peak Horizon
Investment Vehicles
Prime alpha
Services
Zenith Oak Value insight Zenith Insight
Owner & Executives
JAMES ROBERT LENTZ
--
- CRD
- #5745726
- Ownership
- 75% or more
(851) 702-2813
pathway.oak@unisoncapital.com
in linkedin.com/in/harbor-unison
Showing 1 of 1 owners & executives
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F
FRANK WILLIAM LENTZ JR
Financial Advisor
- CRD
- #306668
(917) 725-1808
crest.value@atlascapital.com
in linkedin.com/in/pathway-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,300,102 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,300,102 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,300,102
Equity - Exchange:
41.7% Cash:
38.4% Derivatives:
19.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,062,176,445 | 41.7% |
| Cash | $2,819,845,935 | 38.4% |
| Derivatives | $1,461,326,409 | 19.9% |
| Total | $7,343,348,789 | 100.0% |