$16.0M Total AUM
$16.0M Disc. AUM
-- 3Y CAGR
2 Employees
16 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-15-2025
- Office Locations
- 1
Office Locations
-- North Bend OH
About Wayne Financial LLC
Wayne Financial LLC is a North Bend-based RIA. The firm has been operating for 1 years. Managing $16.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
29 AVG AGE
$8.0M AVG AUM / ADVISOR
$997.8K AVG AUM / CLIENT
0.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
G
GARRETT RUSSELL WAYNE
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Managing Member
- CRD
- #7143668
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
C
Carly Louise Wayne
--
- CRD
- #8226018
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,964,128 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,964,128 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing