W
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
1 yrs Firm Age
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- Custodian
- Apex · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-07-2024
- Office Locations
- 1
Office Locations
-- Hermosa Beach CA
About Wealth Being Advisors LLC
Wealth Being Advisors is a boutique planning firm founded by Charley Edson, CFP®, serving busy mid-career professionals in their 30s and 40s. The practice helps clients simplify and organize their finances, optimize spending and saving decisions, and invest with confidence to grow wealth. A differentiator is its “WealthBeing OS” framework used to guide the planning and decision process.
Team overview
29 AVG AGE
$2.8M AVG AUM / ADVISOR
$165.7K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CHARLES ALEXANDER EDSON
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #6522068
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,817,679 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,817,679 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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