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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- CrestWave zenith +more
- Established Date
- 08-23-2019
- Office Locations
- 1
Office Locations
About Objective Wealth, LLC
Objective Wealth, LLC is a Phoenix-based, fee-only financial planning and wealth management firm led by CFP professional Daniel VanDusen. The firm helps clients manage current financial decisions and plan for what’s next, delivering advice primarily through virtual meetings with secure digital account access and cloud portals for clients across multiple states. Portfolios are implemented mainly with publicly traded funds/ETFs, and the practice is active in XY Planning Network and NAPFA communities.
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Owner & Executives
Daniel Martin VanDusen
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #7024439
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,231,438 | -- |
| Non-Discretionary | $0 | -- |
| Total | $77,231,438 | -- |
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Separately Managed Accounts
Total SMA Asset: $77,231,438
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,534,378,658 | 26.9% |
| Equity - Exchange | $1,169,322,026 | 20.5% |
| Cash | $1,682,682,915 | 29.5% |
| Private Funds | $1,317,626,283 | 23.1% |
| Total | $5,704,009,882 | 100.0% |