$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-28-2016
- Office Locations
- 1
Office Locations
-- Camas WA
About Symplectic Capital LLC
Symplectic Capital LLC is an independent Washington-registered RIA (est. 2016) providing investment management and portfolio construction, with tax planning, insurance, and risk-management support. Reported SMA allocations emphasize ETFs and cash. Custody is reported with Interactive Brokers, making the firm relevant for ETF and model-portfolio distribution conversations.
Team overview
-- AVG AGE
$3.8M AVG AUM / ADVISOR
$234.4K AVG AUM / CLIENT
10 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Services
Available
Owner & Executives
Brian Wayne Wiksell
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #6662837
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,750,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,750,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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