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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-14-2023
- Office Locations
- 1
Office Locations
About Unrivaled Wealth Management
Unrivaled Wealth Management is a fee-only advisory firm focused on business executives and key employees, with a specialty in equity compensation planning. The firm delivers comprehensive wealth management across investment management, cash-flow, tactical tax, risk/insurance, estate and philanthropic planning, with client portals via eMoney/Orion and custody at Schwab. Featured in outlets including ETF.com and InvestmentNews.
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Owner & Executives
MATTHEW F GARASIC
Chief Compliance Officer, FOUNDER, President
- CRD
- #6573838
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,946,830 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,946,830 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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