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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-22-2022
- Office Locations
- 1
Office Locations
About Ongoing Wealth Management
Ongoing Wealth Management is a Florida Keys-based advisory firm serving individuals and families with cash-flow planning, comprehensive financial plans, and disciplined portfolio management. The team builds portfolios across ETFs and fixed income, including municipal bonds, and custodies with Charles Schwab. A differentiator is Optimirror, its in-house software used to model and illustrate personalized plans.
Reported data analysis
What the numbers show
Of the latest reported AUM, 97.8% is discretionary and 2.2% is non-discretionary.
The firm reports 2 advisory representatives and 121 clients, or 60.5 clients per representative. That equates to $262.8K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Ongoing Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID BARCLAY WILSON
Chief Executive Officer, General Partner
- CRD
- #1564158
- Ownership
- 75% or more
MANUEL ALEJANDRO NAVARRO
Chief Compliance Officer, Chief Operating Officer, Financial Advisor
- CRD
- #5168551
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,102,918 | -- |
| Non-Discretionary | $692,066 | -- |
| Total | $31,794,984 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Ongoing Wealth Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.