W
$78.0M Total AUM
$78.0M Disc. AUM
-- 3Y CAGR
2 Employees
89 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2013
- Office Locations
- 2
Office Locations
-- Carlsbad CA
-- SAN Diego CA
About Waits Investments, LLC
Waits Investments, LLC is a Carlsbad-based RIA with 2 offices. The firm has been operating for 13 years. Managing $78.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$39.0M AVG AUM / ADVISOR
$876.4K AVG AUM / CLIENT
8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BARRY BRIAN WAITS
Investment Advisor, Owner, PRINCIPAL
- CRD
- #3075688
- Ownership
- 75% or more
Available
Available
Available
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B
Brady Rogers Bishop
--
- CRD
- #7852727
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Other:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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