$15.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
11 yrs Firm Age
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- Custodian
- Betterment · Interactive Brokers · LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-03-2015
- Office Locations
- 1
Office Locations
-- Reno NV
About Softwealth
Softwealth is a Reno-based RIA. The firm has been operating for 11 years. Managing $15.0M in total assets under management, with 1 advisory representatives. They custody assets with Betterment and Interactive Brokers.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$714.3K AVG AUM / CLIENT
11.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRIAN M LOWRANCE
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5045532
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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