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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-02-2012
- Office Locations
- 1
Office Locations
About STS Wealth Management, Inc.
STS Wealth Management, Inc. is a La Crescenta, CA–based RIA serving retail and institutional clients with financial and wealth planning, including investment planning, retirement planning, tax planning, estate planning, and insurance. The firm builds diversified portfolios primarily using public funds and ETFs, with additional exposure to U.S. government/agency bonds and cash, and custodies assets through Charles Schwab. Led by President/CCO Seok Jo.
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Owner & Executives
SEOK JO
Chief Compliance Officer, President
- CRD
- #3061892
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,422,890 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,422,890 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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