This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- BeaconOak +more
- Established Date
- 04-01-2009
- Office Locations
- 1
Office Locations
About Much Wealth Management, Inc.
Much Wealth Management, Inc. is a Southlake, TX RIA focused on retirement-oriented financial planning and investment planning for individuals, including retirees and entrepreneurs. The firm builds diversified, tax-aware asset-allocation portfolios with a strong ETF tilt and incorporates insurance/annuity, estate/legacy, and charitable planning when appropriate. Custody includes Schwab and Fidelity, and the practice runs on Orion.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID GUSTAV MUCH
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #4095088
- Ownership
- 25% but less than 50%
TAMBERLEY KAY MUCH
Owner, President
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,629,358 | -- |
| Non-Discretionary | $5,503,884 | -- |
| Total | $37,133,242 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $37,133,242
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,968,860,473 | 28.4% |
| Other | $2,266,962,587 | 32.7% |
| Cash | $2,696,784,241 | 38.9% |
| Total | $6,932,607,301 | 100.0% |