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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID BARCLAY WILSON
Chief Executive Officer, Financial Advisor, 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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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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