P
$76.7M Total AUM
$76.7M Disc. AUM
-- 3Y CAGR
1 Employees
82 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- Catalyst alphaLegacy ridge
- Established Date
- 10-01-2020
- Office Locations
- 1
Office Locations
9040 Town Center Parkway Lakewood Ranch FL
About Pope Wealth Management
Pope Wealth Management is an owner-led RIA in Lakewood Ranch, FL providing investment management and strategic wealth planning for individuals, including retirees and business owners. The firm emphasizes unbiased, long-term portfolio guidance and a collaborative planning approach. Portfolios are ETF-heavy with meaningful allocations to investment-grade corporate and municipal bonds, and custody includes Charles Schwab.
Team overview
-- AVG AGE
$76.7M AVG AUM / ADVISOR
$935.1K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Services
Pioneer Zenith momentum Value vertex Crest momentum
Technology
Atlas timber Summit eagle
Owner & Executives
BRIAN RICHARD POPE
President
- CRD
- #5970760
- Ownership
- 75% or more
(840) 767-2525
crest.optima@summitcapital.com
in linkedin.com/in/atlas-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,681,932 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,681,932 | -- |
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Separately Managed Accounts
Total SMA Asset: $76,681,932
Equity - Exchange:
24.3% Corporate - Investment Grade:
7.2% Municipal Bonds:
18.1% Private Funds:
21.3% Corporate - Non-Investment Grade:
12.8% Cash:
9.4% U.S. Government/Agency:
6.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,180,704,772 | 24.3% |
| Corporate - Investment Grade | $646,134,747 | 7.2% |
| Municipal Bonds | $1,624,310,962 | 18.1% |
| Private Funds | $1,911,481,961 | 21.3% |
| Corporate - Non-Investment Grade | $1,148,683,995 | 12.8% |
| Cash | $843,564,809 | 9.4% |
| U.S. Government/Agency | $619,212,467 | 6.9% |
| Total | $8,974,093,713 | 100.0% |