V
$26.1M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
1 Employees
94 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2011
- Office Locations
- 1
Office Locations
-- Westminster CO
About VON Reckers Wealth Management, Corp.
VON Reckers Wealth Management, Corp. is a Westminster-based RIA. The firm has been operating for 15 years. Managing $26.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$26.1M AVG AUM / ADVISOR
$277.7K AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
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Investment Vehicles
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Services
Available
Owner & Executives
P
PAMELA VON RECKERS
--
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
T
THOMAS VON RECKERS
Chief Compliance Officer, Managing Member, Wealth Manager
- CRD
- #704779
- 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 | $24,000,000 | -- |
| Non-Discretionary | $2,100,000 | -- |
| Total | $26,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Other:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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