N
CRD: 328411
Nuwealth Advisors, LLC
St. George, UT, 84770
4352154806
$31.5M Total AUM
$22.0M Disc. AUM
-- 3Y CAGR
1 Employees
260 ADV. Clients
2 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-14-2024
- Office Locations
- 1
Office Locations
216 West ST George Blvd. Suite 101 St. George UT
About Nuwealth Advisors, LLC
Nuwealth Advisors, LLC is a St. George-based RIA. The firm has been operating for 2 years. Managing $31.5M in total assets under management, with 1 advisory representatives. They custody assets with SEI. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$31.5M AVG AUM / ADVISOR
$121.2K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Value Glacier
Client Personas
Signal
Investment Themes
Delta prime Atlas vector
Investment Vehicles
Crest value
Services
Delta bridge Horizon catalyst Foundation Peak Horizon foundation Ember Pioneer capital Vertex insight
Owner & Executives
KAYLAN DEVEN ANDERSEN
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6447966
- Ownership
- 75% or more
(881) 677-9062
matrix.value@northcapital.com
in linkedin.com/in/focus-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,000,000 | -- |
| Non-Discretionary | $9,500,000 | -- |
| Total | $31,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,500,000
Public Funds:
32.4% Corporate - Investment Grade:
19.9% Cash:
47.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $163,842,726 | 32.4% |
| Corporate - Investment Grade | $100,631,798 | 19.9% |
| Cash | $241,212,902 | 47.7% |
| Total | $505,687,426 | 100.0% |