M
$7.7M Total AUM
$7.7M Disc. AUM
-- 3Y CAGR
1 Employees
108 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Catalyst peakCrest zenith +more
- Established Date
- 03-21-2022
- Office Locations
- 1
Office Locations
-- Colorado Springs CO
About Million Pebbles
Million Pebbles is a boutique RIA in Colorado Springs delivering highly personalized portfolio management and long-term growth planning for individual investors. The firm emphasizes transparent, low-conflict advice—avoiding high-commission products like annuities and non-traded REITs. Portfolios are primarily ETF-based and custody includes Charles Schwab.
Team overview
-- AVG AGE
$7.7M AVG AUM / ADVISOR
$71.3K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Request access to benchmark trends tied to momentum.
Unlock to see real insight on glacier harbor.
See the complete signal summary connected to atlas bridge.
Full visibility includes strategy notes for signal timber.
See the complete signal summary connected to meridian.
Open the full profile to inspect shifts in atlas atlas.
Upgrade to reveal position-level detail across vertex matrix.
See the complete signal summary connected to focus pioneer.
Asset Classes
Momentum Signal radial
Client Personas
Zenith delta
Custodian
Bridge capital Pathway Bridge pathway
Investment Themes
Radial
Investment Vehicles
Pioneer
Platform
Legacy
Services
Alpha radial Foundation Wave Focus vertex Wave momentum Ember matrix
Technology
Oak Alpha Unison delta
Owner & Executives
J
JEREMY MICHAEL ZIEMER
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #5609871
- Ownership
- 75% or more
(586) 796-1593
timber.pioneer@catalystcapital.com
in linkedin.com/in/delta-eagle
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,700,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $7,700,000
Equity - Exchange:
42.7% Cash:
57.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,229,949,864 | 42.7% |
| Cash | $4,334,335,531 | 57.3% |
| Total | $7,564,285,395 | 100.0% |