S
$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Betterment · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-10-2024
- Office Locations
- 1
Office Locations
50 Lakeside AVE #106 Burlington VT
About Shipwright Advisors
Shipwright Advisors is a Vermont-based, fee-only fiduciary providing financial planning, ongoing planning, tax preparation, and investment management for client families focused on aligning money with life priorities. The firm emphasizes transparency and avoids commissions. Founder Nate Owen brings a background in private finance and a craftsman mindset reflected in its structured planning program (Keel–Maker and Windward).
Team overview
38 AVG AGE
$2.2M AVG AUM / ADVISOR
$124.3K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
D
DAVID NATHAN OWEN
Chief Compliance Officer, FOUNDER
- CRD
- #6759915
- 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 | $2,238,195 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,238,195 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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