P
CRD: 334306
Phase Change Wealth Management LLC
$29.0M Total AUM
$27.8M Disc. AUM
-- 3Y CAGR
1 Employees
119 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Foundation
- Established Date
- 04-11-2025
- Office Locations
- 1
Office Locations
-- Sebastopol CA
About Phase Change Wealth Management LLC
Phase Change Wealth Management LLC is a Sebastopol-based RIA. The firm has been operating for 1 years. Managing $29.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
61 AVG AGE
$29.0M AVG AUM / ADVISOR
$243.7K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Technology
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Owner & Executives
D
DAVID LAWRENCE MEUCCI
Chief Compliance Officer, Owner
- CRD
- #2743152
- Ownership
- 75% or more
(540) 313-6346
atlas.harbor@peakcapital.com
in linkedin.com/in/foundation-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,750,000 | -- |
| Non-Discretionary | $1,250,000 | -- |
| Total | $29,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,000,000
Equity - Exchange:
10.2% Cash:
13.8% Sovereign Bonds:
7.5% U.S. Government/Agency:
29.5% Corporate - Investment Grade:
31.8% Municipal Bonds:
7.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $166,271,678 | 10.2% |
| Cash | $224,955,799 | 13.8% |
| Sovereign Bonds | $122,258,587 | 7.5% |
| U.S. Government/Agency | $480,883,774 | 29.5% |
| Corporate - Investment Grade | $518,376,408 | 31.8% |
| Municipal Bonds | $117,368,243 | 7.2% |
| Total | $1,630,114,489 | 100.0% |