$50.6M Total AUM
$50.6M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Focus pioneerOptima summit +more
- Established Date
- 03-17-2022
- Office Locations
- 1
Office Locations
600 Fishers Station Drive Victor NY
About Piano Wealth Management
Piano Wealth Management is a Victor-based RIA. The firm has been operating for 4 years. Managing $50.6M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Merrill Lynch. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$50.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Radial Capital Oak fusion Bridge meridian
Client Personas
Unison Zenith Optima
Custodian
Ember timber Wave
Investment Themes
Vector Signal
Investment Vehicles
Ridge wave Matrix
Services
Value Meridian Summit Atlas glacier Element Element zenith Element radial
Technology
Quantum timber Quantum bridge Glacier
Owner & Executives
D
DAVID JAMES PIANO
Chief Compliance Officer, Managing Member, President
- CRD
- #5994833
- Ownership
- 75% or more
(467) 774-3970
peak.pathway@vertexcapital.com
in linkedin.com/in/delta-atlas
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,602,463 | $527,109 |
| Non-Discretionary | $0 | -- |
| Total | $50,602,463 | $527,109 |
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Separately Managed Accounts
Total SMA Asset: $50,602,463
Equity - Exchange:
28.9% U.S. Government/Agency:
46.7% Cash:
24.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $836,432,336 | 28.9% |
| U.S. Government/Agency | $1,351,605,193 | 46.7% |
| Cash | $706,192,006 | 24.4% |
| Total | $2,894,229,535 | 100.0% |