$65.0M Total AUM
$65.0M Disc. AUM
-- 3Y CAGR
3 Employees
297 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-17-2019
- Office Locations
- 2
Office Locations
3540 Toringdon WAY St. 200 Charlotte NC
8323 Office Park DR Grand Blanc MI
About Wealth FOR YOU Financial, LLC
Wealth FOR YOU Financial, LLC is a Grand Blanc-based RIA with 2 offices. The firm has been operating for 6 years. Managing $65.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
27 AVG AGE
$21.7M AVG AUM / ADVISOR
$218.7K AVG AUM / CLIENT
2.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD ALLEN BARNETT
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
Parker Douglas Barnett
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #7238016
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
G
Gage Dee Harris
--
- CRD
- #7498705
Available
Available
Available
J
Jacob William Loucks
--
- CRD
- #8136211
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,961,547 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,961,547 | -- |
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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 |
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