S
$73.7M Total AUM
$69.7M Disc. AUM
-- 3Y CAGR
2 Employees
62 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-21-2019
- Office Locations
- 1
Office Locations
2417 Lenora Church RD Snellville GA
About Sunglow Wealth Advisory LLC
Sunglow Wealth Advisory LLC is a Snellville-based RIA. The firm has been operating for 7 years. Managing $73.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$36.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WESLEY ALLEN AIKENS
Chief Compliance Officer, Controller
- CRD
- #7118731
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Colton Wilder Sowash
Chief Investment Officer, Private Investor
- CRD
- #7258339
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,739,000 | -- |
| Non-Discretionary | $3,969,000 | -- |
| Total | $73,708,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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