CRD: 289152
Rader Wealth Management LLC
LAS Vegas, NV, 89146
4357732171
$18.9M Total AUM
$18.9M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
8 yrs Firm Age
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-08-2017
- Office Locations
- 1
Office Locations
8337 W Sunset Road Suite 100 LAS Vegas NV
About Rader Wealth Management LLC
Rader Wealth Management LLC is a LAS Vegas-based RIA. The firm has been operating for 8 years. Managing $18.9M in total assets under management, with 1 advisory representatives. They custody assets with Betterment and Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
29 AVG AGE
$18.9M AVG AUM / ADVISOR
$571.4K AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Quantum North peak Delta signal
Investment Themes
Pioneer legacy Atlas foundation
Investment Vehicles
Ember
Services
Vector Horizon bridge Vital Vertex value Radial Fusion atlas Optima oak
Owner & Executives
J
Jake Trahern Rader
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6826815
- Ownership
- 75% or more
(440) 796-4214
bridge.peak@elementcapital.com
in linkedin.com/in/vector-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,857,676 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,857,676 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,857,676
Equity - Exchange:
13.5% Cash:
42.3% U.S. Government/Agency:
44.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $392,156,033 | 13.5% |
| Cash | $1,228,755,569 | 42.3% |
| U.S. Government/Agency | $1,283,947,899 | 44.2% |
| Total | $2,904,859,501 | 100.0% |