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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-30-2023
- Office Locations
- 1
Office Locations
About Time & Wealth Management, LLC
Time & Wealth Management is a boutique RIA serving entrepreneurs and families with family-office and wealth management support—goals-based planning, portfolio management, estate and tax planning, real estate strategy, and liquidity/exit planning. The practice incorporates public funds and ETFs as well as private investments/private placements, with custody including Charles Schwab. Differentiator: a time-centric framework for advice.
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Investment Themes
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Owner & Executives
CALEB JOSHUA GODING
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #5995446
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,377,577 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,377,577 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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