CRD: 326687
Systematic Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-16-2023
- Office Locations
- 1
Office Locations
About Systematic Wealth Management, Inc.
Systematic Wealth Management is a Colorado-registered, fee-only fiduciary advisor serving clients in the Roaring Fork Valley, Western Colorado, and beyond. The firm delivers comprehensive financial planning, tax-aware investment management, and proactive tax planning, using an evidence-based, systematic approach and globally diversified portfolios focused on tax efficiency. It also advises on sustainable/impact investing (natural capital and biodiversity) and digital assets, with a client portal on Orion.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Niels August Jepsen
Chief Compliance Officer, President, Strategy Consultant
- CRD
- #6576254
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,381,122 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,381,122 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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