M
CRD: 310319
Miros Wealth LLC
Overland Park, KS
9139048235
$5.4M Total AUM
$800.1K Disc. AUM
-- 3Y CAGR
2 Employees
36 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy unison
- Established Date
- 11-16-2020
- Office Locations
- 1
Office Locations
-- Overland Park KS
About Miros Wealth LLC
Miros Wealth LLC is a Overland Park-based RIA. The firm has been operating for 5 years. Managing $5.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$148.8K AVG AUM / CLIENT
1.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Momentum foundation North summit
Investment Themes
Horizon frontier Frontier timber
Investment Vehicles
Insight peak
Services
Capital horizon Element Ember Prime horizon Foundation Vital Element ridge Atlas Vertex pioneer Horizon
Technology
Optima
Owner & Executives
M
MARCO B MIROS
Chief Executive Officer, President
- CRD
- #5852509
- Ownership
- 75% or more
(700) 399-2326
beacon.bridge@foundationcapital.com
in linkedin.com/in/horizon-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $800,135 | -- |
| Non-Discretionary | $4,558,323 | -- |
| Total | $5,358,458 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,358,458
Public Funds:
5.8% Equity - Exchange:
24.3% U.S. Government/Agency:
16.5% Cash:
24.9% Municipal Bonds:
12.5% Other:
16.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $130,389,208 | 5.8% |
| Equity - Exchange | $546,285,818 | 24.3% |
| U.S. Government/Agency | $370,934,815 | 16.5% |
| Cash | $559,774,357 | 24.9% |
| Municipal Bonds | $281,011,223 | 12.5% |
| Other | $359,694,365 | 16.0% |
| Total | $2,248,089,786 | 100.0% |