P
CRD: 323081
Page Capital Private Wealth Management, LLC
$55.5M Total AUM
$13.3M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-09-2022
- Office Locations
- 1
Office Locations
-- Walnut Creek CA
About Page Capital Private Wealth Management, LLC
Page Capital Private Wealth Management, LLC is a Walnut Creek, CA RIA serving retail clients, including entrepreneurs, with integrated financial planning and portfolio management (tax, estate, insurance and business-succession planning). Investment implementation is primarily ETF- and index-fund based; reported SMA assets are predominantly in ETFs. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$55.5M AVG AUM / ADVISOR
$4.6M AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
Alexander Michael Page
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6781446
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,294,772 | $268,182 |
| Non-Discretionary | $42,235,949 | $27,200,000 |
| Total | $55,530,721 | $1,439,130 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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