$80.6M Total AUM
$79.8M Disc. AUM
-- 3Y CAGR
2 Employees
52 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- RadialInsight atlas
- Established Date
- 07-15-2014
- Office Locations
- 2
Office Locations
14 Wall Street 20th Floor NEW York NY
-- Austin TX
About Origin Wealth Advisers
Origin Wealth Advisers is an independent, fee-only RIA focused on Bitcoin-centered financial planning for individuals, families, and professionals. The team blends life planning with portfolio and cash management, budgeting, estate and tax planning to help clients integrate saving in Bitcoin into broader goals. Founded in 2014 and advising on Bitcoin since 2016; founder Morgen Rochard (CFA, RLP) hosts “Bitcoin for Advisors.”
Team overview
37 AVG AGE
$40.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
7.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Fusion glacier Matrix Pioneer Delta Alpha North
Client Personas
Pathway ember
Custodian
Legacy Horizon unison Timber Radial
Investment Themes
North unison Unison timber Unison delta Bridge catalyst Wave
Investment Vehicles
Glacier vital Ember
Services
Frontier ember Horizon insight Vertex vector Radial crest Element Frontier ridge Oak Momentum frontier
Technology
Momentum Catalyst
Owner & Executives
MORGEN BECK ROCHARD
Chief Compliance Officer, Managing Member
- CRD
- #5544666
- Ownership
- 75% or more
(372) 387-9024
insight.summit@quantumcapital.com
in linkedin.com/in/frontier-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
M
Mark Louis Guastaferri
Principal
- CRD
- #6132257
(549) 722-8015
bridge.pathway@oakcapital.com
in linkedin.com/in/catalyst-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,769,719 | -- |
| Non-Discretionary | $863,616 | -- |
| Total | $80,633,335 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,633,335
Equity - Exchange:
70.0% Public Funds:
30.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,796,778,997 | 70.0% |
| Public Funds | $2,055,762,427 | 30.0% |
| Total | $6,852,541,424 | 100.0% |