$50.2M Total AUM
$46.5M Disc. AUM
-- 3Y CAGR
2 Employees
53 ADV. Clients
5 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-15-2021
- Office Locations
- 1
Office Locations
-- Round Rock TX
About Ubequity Wealth Management, LLC
Ubequity Wealth Management, LLC is an RIA focused on leaders with substantial equity compensation, helping executives and other high-achievers align stock plans with personal and financial goals. The firm provides financial planning, tax-aware equity compensation strategy, and ongoing portfolio construction using vehicles such as ETFs and mutual funds, and coordinates with clients’ CPAs and estate attorneys.
Team overview
-- AVG AGE
$25.1M AVG AUM / ADVISOR
$947.3K AVG AUM / CLIENT
3.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
KENT THOMAS HICKEY
Chief Compliance Officer, Founder, Owner
- CRD
- #3150896
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JOHN THOMAS HICKEY
--
- CRD
- #6225787
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,496,825 | -- |
| Non-Discretionary | $3,711,531 | -- |
| Total | $50,208,356 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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