$21.0M Total AUM
$21.0M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Gemini Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-24-2020
- Office Locations
- 1
Office Locations
14362 N Frank Lloyd Wright Blvd STE 1000 Scottsdale AZ
About Nabers Wealth LLC
Nabers Wealth LLC is a Scottsdale, AZ RIA providing wealth management for the digital era, building strategically allocated portfolios across traditional securities and alternative investments. The firm supports clients with financial planning, insurance, and business succession needs, with exposure to alternatives and digital assets/cryptocurrency. Custody includes Altruist and Schwab.
Team overview
-- AVG AGE
$21.0M AVG AUM / ADVISOR
$840.4K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
Jeffrey Nabers
Chief Compliance Officer, Chief Executive Officer, Manager
- CRD
- #6856248
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,011,050 | $215,405 |
| Non-Discretionary | $0 | -- |
| Total | $21,011,050 | $215,405 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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