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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-23-2017
- Office Locations
- 1
Office Locations
About Styre Wealth
Styre Wealth is a Fort Worth, TX RIA serving high-achieving professionals with proactive wealth management and personal-CFO style planning, including portfolio construction, estate/legacy planning, insurance and risk management. Portfolios use a mix of public funds and ETFs with meaningful fixed-income exposure (munis, investment-grade and government bonds). Differentiator: an in-house trading desk for added control and execution.
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Owner & Executives
JOSHUA AARON RUDD
Chief Compliance Officer, President, Principal Wealth Advisor
- CRD
- #4591173
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,013,591 | $298,138 |
| Non-Discretionary | $44,825,255 | $7,470,876 |
| Total | $250,838,846 | $359,884 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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