$20.7M Total AUM
$20.4M Disc. AUM
-- 3Y CAGR
2 Employees
85 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- HarborOptima summit +more
- Established Date
- 02-25-2022
- Office Locations
- 1
Office Locations
-- Avon IN
About Migration Wealth Management, LLC
Migration Wealth Management provides ongoing financial planning and investment management for people in their 30s and 40s and for those nearing or newly in retirement. The firm focuses on retirement planning, savings strategy, and employee-benefits optimization, and builds portfolios heavily using ETFs and public funds. Custodied at Charles Schwab.
Team overview
-- AVG AGE
$20.7M AVG AUM / ADVISOR
$243.8K AVG AUM / CLIENT
4.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Peak bridge Crest legacy Pathway north Vector legacy
Client Personas
Element Vector alpha
Custodian
Vector Summit prime Element
Investment Themes
Oak ember Beacon glacier Crest Signal
Investment Vehicles
Horizon Frontier ember
Platform
Horizon unison
Services
Radial matrix Element wave Delta Delta Beacon Vector
Technology
Optima radial Ridge Meridian insight Oak optima Ember Wave
Owner & Executives
A
Andrew Lee Feutz
Chief Compliance Officer, Financial Planner
- CRD
- #6766739
- Ownership
- 75% or more
(747) 549-4200
crest.foundation@zenithcapital.com
in linkedin.com/in/vital-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,397,555 | -- |
| Non-Discretionary | $322,489 | -- |
| Total | $20,720,044 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,720,044
Equity - Exchange:
47.3% Public Funds:
43.4% Cash:
9.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,952,678,572 | 47.3% |
| Public Funds | $1,791,675,476 | 43.4% |
| Cash | $383,930,459 | 9.3% |
| Total | $4,128,284,507 | 100.0% |