W
$12.7M Total AUM
$12.7M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-07-2022
- Office Locations
- 2
Office Locations
-- -- --
-- Austin TX
About Wealth Innovation
Wealth Innovation is a LA Selva-based RIA with 2 offices. The firm has been operating for 4 years. Managing $12.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$12.7M AVG AUM / ADVISOR
$453.8K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JON-ERIC LAWRENCE KRONVALL
Chief Compliance Officer, President, Senior Partner
- CRD
- #1876180
- Ownership
- 75% or more
Available
Available
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Showing 1 of 1 owners & executives
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K
Karolina Golabek
--
- CRD
- #8151468
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,705,777 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,705,777 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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