T
$10.0M Total AUM
$10.0M Disc. AUM
16.2% 3Y CAGR
1 Employees
0 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2016
- Office Locations
- 1
Office Locations
-- Tiburon CA
About Tinderwealth
TinderWealth is a Tiburon, CA RIA providing asset management and financial planning, with an emphasis on portfolio construction, asset allocation, and risk management, including ESG/socially responsible investing. The firm’s managed accounts are ETF-focused, with custody including Charles Schwab.
Team overview
-- AVG AGE
$10.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARI KAWAWA
--
- CRD
- #2658118
- Ownership
- 75% or more
Available
Available
Available
P
PATRICK BRUNO BEAUDAN
Chief Compliance Officer
- CRD
- #4313406
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,000,000 | $1,428,571 |
| Non-Discretionary | $0 | -- |
| Total | $10,000,000 | $1,428,571 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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