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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-22-2015
- Office Locations
- 2
Office Locations
About Scope Wealth Management
Scope Wealth Management is a fiduciary RIA serving individuals and retirees with a value-based, disciplined approach to building and preserving wealth. The firm pairs comprehensive financial/wealth planning (tax, estate, insurance, charitable strategies) with portfolio construction and ongoing asset management focused on asset allocation and risk management. Client portfolios are implemented primarily with ETFs and custodied with Interactive Brokers; offices in Denver and Santa Monica.
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Owner & Executives
DAVID JOSEPH JOHANSON
Advisor, CHIEF OPERATING OFFICER
- CRD
- #6475607
- Ownership
- 50% but less than 75%
ERIC LEE JOHANSON
Chief Investment Officer, Portfolio Manager
- CRD
- #6475604
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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James Edward Brady
--
- CRD
- #8231136
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,044,064 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,044,064 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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