$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-18-2019
- Office Locations
- 1
Office Locations
-- Floral Park NY
About MAP TO Your Wealth LLC
Map To Your Wealth LLC is a NY-based, fee-only RIA providing comprehensive financial planning (retirement and college savings planning) alongside ongoing investment management. The firm’s stated ideal clients include physicians and immigrants within 10 years of retirement or in early retirement, with portfolios implemented through a Charles Schwab custody relationship.
Team overview
-- AVG AGE
$3.9M AVG AUM / ADVISOR
$435.6K AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
Sivaparvati Thagirisa
Chief Compliance Officer, Financial Advisor
- CRD
- #7078264
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,920,026 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,920,026 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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