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- Custodian
- Interactive Brokers · Pershing
- Clients
- Retail
- Platforms
- RadialInsight +more
- Established Date
- 10-17-2023
- Office Locations
- 1
Office Locations
About POV Wealth LLC
POV Wealth (POV Wealth LLC) is a registered investment advisor providing wealth management and financial planning for a select group of successful families and top-of-their-field professionals, including both pre-retirees and retirees. The firm uses its “Official’s Way” process and Personal Economic Model to identify avoidable money leaks across taxes, housing, education, student loans, retirement funding, and major purchases, and builds individualized plans as clients’ needs evolve.
Team overview
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Client Personas
Custodian
Investment Themes
Services
Technology
Owner & Executives
ERIC BERNARD MCGINLEY
Chief Compliance Officer, Financial Advisor, Investment Advisor Representative, Managing Member
- CRD
- #6012402
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,040,683 | -- |
| Non-Discretionary | $1,758,655 | -- |
| Total | $3,799,338 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,799,338
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $339,756,285 | 29.9% |
| Public Funds | $412,480,038 | 36.3% |
| Cash | $384,072,321 | 33.8% |
| Total | $1,136,308,644 | 100.0% |