$92.4M Total AUM
$92.4M Disc. AUM
12.2% 3Y CAGR
2 Employees
23 ADV. Clients
12 yrs Firm Age
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- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-11-2013
- Office Locations
- 2
Office Locations
250 West 55th Street 17th Floor NEW York NY
-- -- NY
About Tekmen Wells LLC
Tekmen Wells is a New York-based fiduciary RIA serving high net worth families. The team builds custom portfolios by sourcing research across financial institutions and applying institutional-style stress testing, scenario analysis, and risk guardrails. Advisors and analysts have public and private markets backgrounds and share portfolio analytics to set expectations across market conditions.
Team overview
55 AVG AGE
$46.2M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Technology
Available
Owner & Executives
H
HAKAN K ERGULEC
Chief Compliance Officer
- CRD
- #6223701
- Ownership
- Less than 5%
Available
Available
Available
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H
HAKAN K ERGULEC
Chief Compliance Officer
- CRD
- #6223701
Available
Available
Available
T
TRACY LAVERN NIXON
Managing Partner
- CRD
- #2012775
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,420,086 | $1,400,304 |
| Non-Discretionary | $0 | -- |
| Total | $92,420,086 | $1,400,304 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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