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 Legacy alpha
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% |