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$9.6M Total AUM
$9.6M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-06-2019
- Office Locations
- 1
Office Locations
-- Dallas TX
About THE Wealth Observatory
THE Wealth Observatory is a Allen-based RIA. The firm has been operating for 6 years. Managing $9.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
34 AVG AGE
$9.6M AVG AUM / ADVISOR
$599.7K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JONATHAN TATE MCMULLEN
FOUNDER
- CRD
- #5972192
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,595,050 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,595,050 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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