V
$14.0M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2019
- Office Locations
- 1
Office Locations
120 West Dayton Street Suite B-6 Edmonds WA
About VAN RAY Wealth Management
VAN RAY Wealth Management is a Edmonds-based RIA. The firm has been operating for 7 years. Managing $14.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
$450.7K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CHRISTOPHER RAY FILES
Advisor, Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5897323
- Ownership
- 50% but less than 75%
Available
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N
NATALIE JOY VAN WINKLE
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- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,174,398 | -- |
| Non-Discretionary | $7,797,802 | -- |
| Total | $13,972,200 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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