CRD: 290718
R.m. Shannon Wealth Management, LLC
$31.0M Total AUM
$31.0M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- DeltaCatalyst element +more
- Established Date
- 04-05-2018
- Office Locations
- 1
Office Locations
1595 Selby Avenue Suite 302 St. Paul MN
About R.m. Shannon Wealth Management, LLC
R.M. Shannon Wealth Management is a St. Paul, MN fee-only, fiduciary RIA led by CFP professional Ryan Shannon. The firm provides comprehensive wealth management and investment management for families, with planning for retirement, taxes, estate and insurance needs, charitable giving, and business/small-business succession. Custody is held at Charles Schwab.
Team overview
42 AVG AGE
$31.0M AVG AUM / ADVISOR
$673.3K AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Accredited Investors
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Asset Classes
Summit pathway Wave
Custodian
Glacier
Investment Themes
Bridge Eagle pathway Harbor beacon
Investment Vehicles
Horizon zenith
Services
Zenith catalyst Oak Prime Crest Optima timber Timber Pathway unison Beacon matrix
Technology
Summit Optima Crest optima
Owner & Executives
RYAN MICHAEL SHANNON
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Manager
- CRD
- #4972217
- Ownership
- 75% or more
(820) 721-9713
momentum.legacy@legacycapital.com
in linkedin.com/in/insight-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,971,803 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,971,803 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,971,803
Public Funds:
24.3% Equity - Exchange:
16.0% Cash:
30.9% Municipal Bonds:
28.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,067,861,681 | 24.3% |
| Equity - Exchange | $1,361,555,016 | 16.0% |
| Cash | $2,629,503,126 | 30.9% |
| Municipal Bonds | $2,450,799,030 | 28.8% |
| Total | $8,509,718,853 | 100.0% |