$17.5M Total AUM
$15.4M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
12 yrs Firm Age
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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-20-2014
- Office Locations
- 1
Office Locations
-- Glastonbury CT
About Rawlings Wealth Management
Rawlings Wealth Management is an independent, fiduciary RIA in Glastonbury, CT serving individuals and families with goal-based financial planning, investment management, and retirement and tax planning. Portfolios are diversified and tailored to client risk and objectives, supported by MoneyGuidePro planning technology. Custody includes Altruist.
Team overview
41 AVG AGE
$17.5M AVG AUM / ADVISOR
$388.7K AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRADFORD RAWLINGS BOISVERT
Chief Compliance Officer, Chief Executive Officer, Managing Member, Principal
- CRD
- #4677941
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,433,512 | -- |
| Non-Discretionary | $2,057,505 | -- |
| Total | $17,491,017 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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