CRD: 334306
Phase Change Wealth Management LLC
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-11-2025
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 95.7% is discretionary and 4.3% is non-discretionary.
The firm reports 1 advisory representatives and 119 clients, or 119 clients per representative. That equates to $243.7K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Phase Change Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID LAWRENCE MEUCCI
Chief Compliance Officer, Owner
- CRD
- #2743152
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Phase Change Wealth Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.