M
CRD: 337428
Musleh Wealth Management LLC
Carmel, IN
3178009575
$41.7M Total AUM
$41.7M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-15-2025
- Office Locations
- 1
Office Locations
-- Carmel IN
About Musleh Wealth Management LLC
Musleh Wealth Management LLC is a Carmel-based RIA. The firm has been operating for 0 years. Managing $41.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$41.7M AVG AUM / ADVISOR
$549.0K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Atlas
Investment Themes
Pathway foundation
Investment Vehicles
Signal delta
Services
Pioneer Atlas bridge Beacon element
Owner & Executives
K
Kyle Edward Musleh
Chief Compliance Officer, Managing Member
- CRD
- #7501768
- Ownership
- 75% or more
(632) 777-9210
pathway.pathway@northcapital.com
in linkedin.com/in/ember-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,723,662 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,723,662 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,723,662
Public Funds:
55.9% Cash:
44.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,385,545,395 | 55.9% |
| Cash | $1,093,068,908 | 44.1% |
| Total | $2,478,614,303 | 100.0% |