CRD: 304902
Replica Wealth Advisors INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-26-2019
- Office Locations
- 1
Office Locations
About Replica Wealth Advisors INC
Replica Wealth Advisors Inc is a Colorado Springs, CO registered investment adviser serving retail clients, with a focus on entrepreneurs. The firm provides financial planning and ongoing portfolio construction/investment management, including tax and estate planning coordination and insurance planning. Portfolios are implemented primarily with ETFs, and client assets are custodied at Charles Schwab.
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Owner & Executives
TERRY WAYNE THOMASON
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #5833042
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,250,550 | -- |
| Total | $2,250,550 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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