T
$15.5M Total AUM
$15.5M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-07-2021
- Office Locations
- 2
Office Locations
331 W. Genesee St. Iron River MI
-- Nashville TN
About Think Wealth Management
Think Wealth Management is a Nashville-based RIA with 2 offices. The firm has been operating for 5 years. Managing $15.5M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$7.7M AVG AUM / ADVISOR
$352.2K AVG AUM / CLIENT
2.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
Tyler Paul Hinkson
Chief Compliance Officer, Managing Member
- CRD
- #6609643
- Ownership
- 75% or more
Available
Available
Available
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L
Lucas Stuart Isaacson
--
- CRD
- #8164432
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,498,715 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,498,715 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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