$1.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-04-2023
- Office Locations
- 1
Office Locations
2520 South Interstate 35 STE 102 Austin TX
About Monies Wealth LLC
Monies Wealth LLC is an independent, fiduciary RIA in Austin, Texas providing investment management (portfolio analysis, construction, management, and monitoring) and financial planning for individuals and families. Planning support includes divorce, special needs, estate, and insurance planning. Founded by Dr. Gulseren Mutlu (PhD; former economics professor), the firm emphasizes an academic-rigor approach; Dr. Mutlu is bilingual in English and Turkish.
Team overview
-- AVG AGE
$1.0M AVG AUM / ADVISOR
$334.0K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
GULSEREN MUTLU
Owner
- CRD
- #7435976
- Ownership
- 75% or more
Available
Available
Available
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 | $1,001,976 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,001,976 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing