Q
$59.0M Total AUM
$57.7M Disc. AUM
-- 3Y CAGR
1 Employees
85 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Meridian insightZenith +more
- Established Date
- 01-07-2025
- Office Locations
- 1
Office Locations
8170 West Sahara AVE Suite 100 LAS Vegas NV
About QTS Retirement Services LLC
My 401(k) Advisors (QTS Retirement Services LLC) provides wealth management and comprehensive financial planning, with a strong focus on employer-sponsored retirement plans. The team partners with plan sponsors on plan design aligned to corporate/HR goals and fiduciary compliance, and delivers financial wellness education and 1:1 coaching to help employees make informed decisions. Investment implementation is primarily through public funds and ETFs.
Team overview
29 AVG AGE
$59.0M AVG AUM / ADVISOR
$693.7K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Horizon Wave bridge Unison peak
Client Personas
Element matrix Beacon atlas
Custodian
Meridian beacon Wave Bridge
Investment Themes
North vector Peak atlas
Investment Vehicles
Peak harbor
Services
Eagle insight Eagle Legacy Insight Crest meridian Vertex Value alpha
Technology
Capital alpha Atlas optima Atlas Eagle ridge
Owner & Executives
TYLER LEE HUNT
Chief Compliance Officer
- CRD
- #6192405
- Ownership
- Less than 5%
(452) 268-3806
momentum.crest@fusioncapital.com
in linkedin.com/in/oak-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,675,034 | -- |
| Non-Discretionary | $1,292,048 | -- |
| Total | $58,967,082 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,967,082
Public Funds:
43.1% Cash:
26.5% Equity - Exchange:
30.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,807,599,458 | 43.1% |
| Cash | $1,111,401,059 | 26.5% |
| Equity - Exchange | $1,274,965,743 | 30.4% |
| Total | $4,193,966,260 | 100.0% |