$64.2M Total AUM
$64.2M Disc. AUM
-- 3Y CAGR
2 Employees
25 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-30-1998
- Office Locations
- 2
Office Locations
-- Alameda CA
-- Reno NV
About Moneywell
MoneyWell Financial Counseling is a boutique RIA providing financial planning and portfolio construction for retail clients, including estate planning and insurance guidance. Its investment approach emphasizes asset allocation using mutual funds and ETFs, with real estate and cryptocurrency among supported exposures, and it primarily custodies with Charles Schwab (offices in Alameda, CA and Reno, NV).
Team overview
-- AVG AGE
$32.1M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
6.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Pathway
Investment Themes
Value catalyst
Investment Vehicles
Harbor
Services
Catalyst Pathway Wave Meridian fusion
Owner & Executives
S
Susan Price Gavrich
Investment advisor, Owner
- CRD
- #3144126
- Ownership
- 75% or more
(981) 257-5909
summit.ridge@catalystcapital.com
in linkedin.com/in/delta-insight
Showing 1 of 1 owners & executives
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R
ROBERT JAN GAVRICH
Chief Compliance Officer, Principal
- CRD
- #1040979
(525) 763-5270
radial.element@peakcapital.com
in linkedin.com/in/pioneer-horizon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,211,991 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,211,991 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,211,991
Public Funds:
46.5% Cash:
23.4% Equity - Exchange:
30.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,251,126,141 | 46.5% |
| Cash | $1,132,824,768 | 23.4% |
| Equity - Exchange | $1,457,180,577 | 30.1% |
| Total | $4,841,131,486 | 100.0% |