$81.4M Total AUM
$81.4M Disc. AUM
-- 3Y CAGR
3 Employees
288 ADV. Clients
12 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-19-2014
- Office Locations
- 1
Office Locations
32 N. Main St. Ste. 203 Belmont NC
About Rhino Wealth Management
Rhino Wealth Management is a Belmont, NC advisory firm providing comprehensive financial planning and ongoing asset management for individuals and families, including small business owners and retirees. The team emphasizes a personalized, plain-language planning process and long-term client relationships. Public filings indicate portfolios are implemented primarily with ETFs and custodied through LPL Financial.
Team overview
-- AVG AGE
$81.4M AVG AUM / ADVISOR
$282.5K AVG AUM / CLIENT
12.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
S
STEPHEN TODD VAN DER MEID
Chief Compliance Officer, President
- CRD
- #4816885
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,355,652 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,355,652 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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