$694.0K Total AUM
$694.0K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-30-2024
- Office Locations
- 1
Office Locations
-- Grosse Pointe Shores MI
About Tetra Wealth Management
Tetra Wealth Management is a Michigan-registered RIA based in Grosse Pointe Shores serving retirement-focused families across the Grosse Pointe community. The firm provides tax-first retirement income planning, risk management, and ongoing wealth/investment planning, coordinating with clients’ CPAs and attorneys. Portfolios are implemented primarily with ETFs and mutual funds. Capacity is intentionally limited—currently onboarding one new family for 2025.
Team overview
-- AVG AGE
$694.0K AVG AUM / ADVISOR
$99.1K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
David J Rakecky
--
- CRD
- #7697948
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $694,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $694,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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