$84.2M Total AUM
$84.2M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Harbor capital
- Established Date
- 04-12-2016
- Office Locations
- 1
Office Locations
700 Larkspur Landing Circle Suite 199 Larkspur CA
About Proprietor Wealth Management Inc.
Proprietor Wealth Management is an independent, fee-only RIA providing private wealth management and financial planning as a fiduciary. It serves individuals and families, including business owners/entrepreneurs, with goal-based portfolio construction plus retirement, tax and estate planning. The firm emphasizes commission-free implementation and an ETF-centric investment approach; custody at Charles Schwab.
Team overview
52 AVG AGE
$84.2M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Upgrade to reveal position-level detail across bridge alpha.
Request access to benchmark trends tied to oak matrix.
Upgrade to reveal position-level detail across radial fusion.
See the complete signal summary connected to alpha crest.
Premium access reveals conviction themes in ember wave.
Unlock to compare peer behavior around foundation momentum.
See the complete signal summary connected to frontier legacy.
Upgrade to reveal position-level detail across signal peak.
Asset Classes
Crest Beacon Unison unison Pioneer summit
Client Personas
Prime Prime
Custodian
Vital value Crest capital Momentum prime
Fund Managers
Legacy meridian
Investment Themes
North Capital Harbor Insight Ember harbor Eagle
Investment Vehicles
Meridian Summit frontier Insight
Services
Ridge Horizon beacon Eagle vector Pathway insight Atlas meridian Timber optima Beacon Horizon optima Fusion peak
Technology
Fusion
Owner & Executives
MARK RICHARD BOURGUIGNON
Chief Compliance Officer, President
- CRD
- #2973310
- Ownership
- 75% or more
(898) 871-2627
matrix.peak@elementcapital.com
in linkedin.com/in/capital-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,153,727 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,153,727 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $84,153,727
Equity - Exchange:
34.7% Cash:
21.5% Public Funds:
43.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,986,056,375 | 34.7% |
| Cash | $1,230,553,662 | 21.5% |
| Public Funds | $2,506,895,367 | 43.8% |
| Total | $5,723,505,404 | 100.0% |