$13.9M Total AUM
$13.9M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- FocusBridge
- Established Date
- 01-23-2025
- Office Locations
- 1
Office Locations
-- Conshohocken PA
About Overture Wealth Management
Overture Wealth Management LLC is an independent, flat-fee fiduciary RIA focused on clients nearing or in retirement. The firm delivers ongoing financial planning, tax-efficient retirement planning, and customized, goal-aligned portfolio management built around disciplined, low-cost investing through market volatility. Led by sole practitioner Sean Dwyer, CFA, CFP, with client custody access via Schwab.
Team overview
42 AVG AGE
$13.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Horizon frontier Element
Custodian
Harbor matrix
Investment Themes
Beacon glacier Pathway fusion Wave delta Peak
Investment Vehicles
Momentum ember
Services
Matrix pathway Oak Unison Fusion frontier Wave focus Radial peak Atlas beacon
Technology
Glacier Prime oak
Owner & Executives
S
SEAN DWYER
Chief Compliance Officer, Owner
- CRD
- #4749853
- Ownership
- 75% or more
(898) 364-8338
oak.beacon@momentumcapital.com
in linkedin.com/in/beacon-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,910,276 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,910,276 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,910,276
Public Funds:
18.8% Cash:
38.2% Equity - Exchange:
9.3% U.S. Government/Agency:
33.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $915,469,016 | 18.8% |
| Cash | $1,860,155,128 | 38.2% |
| Equity - Exchange | $452,864,992 | 9.3% |
| U.S. Government/Agency | $1,641,026,907 | 33.7% |
| Total | $4,869,516,043 | 100.0% |