$40.3M Total AUM
$40.3M Disc. AUM
-- 3Y CAGR
1 Employees
108 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-09-2019
- Office Locations
- 1
Office Locations
-- Urbandale IA
About Rothamel Wealth Management, LLC
Rothamel Wealth Management, LLC is an Urbandale, IA independent RIA providing personalized financial planning and investment management for individuals and families, with an emphasis on retirement preparation, wealth building, and risk-aligned portfolios. Implementation leans on ETFs alongside mutual/public funds and high-quality fixed income. Custodies at Charles Schwab.
Team overview
60 AVG AGE
$40.3M AVG AUM / ADVISOR
$373.0K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs 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
P
PETER JOHN ROTHAMEL
Chief Compliance Officer, Managing Member, President
- CRD
- #4177891
- 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 | $40,281,741 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,281,741 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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