R
$28.5M Total AUM
$28.5M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-08-2017
- Office Locations
- 1
Office Locations
-- Santa Monica CA
About Reigate Investors LLC
Reigate Investors LLC is a Santa Monica-based RIA. The firm has been operating for 8 years. Managing $28.5M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$28.5M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
AARON HENRY WILHELM
Agency Owner, Chief Compliance Officer, Managing Member
- CRD
- #6608439
- 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 | $28,493,883 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,493,883 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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