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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-20-2019
- Office Locations
- 1
Office Locations
About Reach Strategic Wealth LLC
Reach Strategic Wealth is a fee-only RIA specializing in corporate exit planning for executives and senior professionals with stock options, RSUs, and other equity compensation. The firm combines proactive tax strategy with cash-flow and health-insurance planning, and offers ongoing wealth and investment management through the transition. They work virtually with clients nationwide (based in NC and CT), with assets custodied at Schwab and Altruist.
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ZACHARY W ASHBURN
Chief Executive Officer, Chief Investment Officer, FOUNDER
- CRD
- #6431731
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,666,872 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,666,872 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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