$7.9M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-15-2023
- Office Locations
- 1
Office Locations
-- Jenks OK
About Styled Wealth
Styled Wealth is a CFP-led firm providing comprehensive financial planning and investment management for impact-driven clients seeking values-aligned strategies. Services cover cash flow and net worth planning, equity compensation, charitable giving, student loans, retirement/financial independence planning, and coordination of tax, estate, and insurance needs. Clients access planning through a RightCapital portal.
Team overview
-- AVG AGE
$7.9M AVG AUM / ADVISOR
$149.6K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Autumn Jean Knutson
Chief Compliance Officer, FOUNDER
- CRD
- #6865549
- 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 | $7,927,177 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,927,177 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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