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- Custodian
- Altruist · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-03-2006
- Office Locations
- 1
Office Locations
About Wealth Analytics Partners, LLC
Wealth Analytics Partners is an SEC-registered, fee-only fiduciary RIA focused on comprehensive financial planning and tax-wise portfolio management for working professionals and retirees, including stock option, college, and retirement-income planning. The investment approach emphasizes Modern Portfolio Theory diversification, asset location, and tax efficiency; client accounts are custodied at Schwab and Pershing, and the firm does not sell annuities or insurance.
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Owner & Executives
TROY BRINCKLEY DAUM
Principal
- CRD
- #1287128
- Ownership
- Less than 5%
JEFF WALTER POOLE
Chief Compliance Officer, Principal
- CRD
- #2953212
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRITTANY SUSAN ANDERSON
Associate
- CRD
- #7694561
Constance Marie Mitchell
--
- CRD
- #7743558
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $316,007,259 | $639,691 |
| Non-Discretionary | $0 | -- |
| Total | $316,007,259 | $639,691 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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