CRD: 155601
Marketcycle Wealth Management, LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-04-2010
- Office Locations
- 1
Office Locations
About Marketcycle Wealth Management, LLC
MarketCycle Wealth Management is a U.S. registered investment adviser offering separately managed accounts designed to capture slow-moving cyclical and secular market swings. Portfolios are periodically repositioned across asset groups based on Fed rate trends and recession risk, aiming for steady, lower-risk returns with infrequent changes and tax efficiency. The firm works with U.S. and international clients and custodies through Interactive Brokers; it uses socially responsible investments when possible.
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Owner & Executives
STEPHEN BRADFORD AUST
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5860490
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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