CRD: 282131
Targeted Wealth Solutions
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-26-2016
- Office Locations
- 4
Office Locations
About Targeted Wealth Solutions
Targeted Wealth Solutions is a fee-only fiduciary RIA providing ongoing financial planning and investment management focused on tax-efficient retirement income. The firm works with individuals and families seeking lower taxes and smarter investing, plus business owners planning exits and special-needs families protecting benefits. Portfolios are largely ETF-based and custodied at Schwab. Team includes CFP professionals and an ensemble of former fighter pilots and physicians.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Brandon Dale LaValley
Financial Advisor, General Partner
- CRD
- #6589069
- Ownership
- 50% but less than 75%
Aaron Blake Milledge
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #6589063
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Bryan L Jepson
Financial Advisor
- CRD
- #7704092
Ryan Scott Scheibe
Financial Advisor
- CRD
- #7509084
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,839,038 | -- |
| Non-Discretionary | $3,822,667 | -- |
| Total | $71,661,705 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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