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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Summit quantumOptima signal
- Established Date
- 09-30-2019
- Office Locations
- 2
Office Locations
About Polley Wealth Management LLC
Polley Wealth Management is an independent, fiduciary RIA providing private wealth management for high-net-worth professionals, executives, and business owners. The team delivers life-focused planning and a virtual family office spanning advanced tax planning, retirement-income engineering, estate and risk coordination, and business advisory. Portfolios leverage institutional-class managers and alternative opportunities (private equity/VC/hedge funds) alongside ETFs; custody includes Schwab.
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Owner & Executives
KENNETH SEAN POLLEY
Chief Compliance Officer, MANAGING PRINCIPAL, Partner
- CRD
- #2740157
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Gregory Fuller Kite
Financial Advisor, General Partner
- CRD
- #1736279
KENNETH SEAN POLLEY
Chief Compliance Officer, MANAGING PRINCIPAL, Partner
- CRD
- #2740157
Showing 2 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,600,000 | -- |
| Non-Discretionary | $1,700,000 | -- |
| Total | $21,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,300,000
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $560,931,839 | 29.1% |
| Equity - Exchange | $853,927,164 | 44.3% |
| Cash | $512,741,818 | 26.6% |
| Total | $1,927,600,821 | 100.0% |