This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-02-2024
- Office Locations
- 1
Office Locations
About Traverse Private Wealth
Traverse Private Wealth is a Pennsylvania-registered RIA providing concierge-style financial planning and investment planning for individuals and family entities. Services include retirement, estate, tax, divorce, and wealth transition planning, alongside portfolio construction and ongoing management. The firm partners with the Northwest Asset Management (NWAM) advisor network and uses an Orion client portal to support standardized operations and cybersecurity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRYAN ANDREW MOYLAN
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4851231
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,905,953 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,905,953 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing