$54.8M Total AUM
$53.2M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
13 yrs Firm Age
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- Custodian
- Fidelity/NFS · Merrill Lynch · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-29-2012
- Office Locations
- 1
Office Locations
318 Westlake Center Suite 203 Daly City CA
About Poplar Global Wealth Management LLC
Poplar Global Wealth Management is an independent advisory firm providing financial planning and investment advice, including retirement, education funding, and estate planning. It serves individuals and entrepreneurs with portfolio construction and asset-allocation approaches using vehicles such as ETFs, mutual funds, and annuities. Custody/platform relationships include Fidelity/NFS.
Team overview
-- AVG AGE
$54.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
13.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Peak
Client Personas
Ember optima
Custodian
Focus Crest
Investment Themes
North Quantum eagle
Investment Vehicles
Capital
Services
Bridge unison Frontier oak Eagle zenith Focus Harbor ember Atlas signal
Owner & Executives
D
DARRELL MINGKONG YOUNG
Chief Compliance Officer, Managing Member
- CRD
- #4708550
- Ownership
- 75% or more
(437) 739-1988
beacon.focus@signalcapital.com
in linkedin.com/in/catalyst-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,163,687 | $287,356 |
| Non-Discretionary | $1,682,699 | $300,000 |
| Total | $54,846,386 | $288,421 |
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Separately Managed Accounts
Total SMA Asset: $54,846,386
Equity - Exchange:
31.8% Public Funds:
23.2% Equity - OTC:
24.0% Cash:
21.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $668,319,411 | 31.8% |
| Public Funds | $487,578,941 | 23.2% |
| Equity - OTC | $504,392,008 | 24.0% |
| Cash | $441,343,007 | 21.0% |
| Total | $2,101,633,367 | 100.0% |