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- Custodian
- Bank OF America · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-23-2022
- Office Locations
- 1
Office Locations
About Wealth Ready
Wealth Ready is a Benton, Arkansas registered investment adviser serving individuals and families with financial planning and asset management, including estate and insurance planning support. The firm’s portfolios are ETF-centric and custody is through Merrill Lynch/Bank of America. Led by AAMS designee Allen Rashad Harris Sr., bringing 14 years of banking and finance experience.
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Owner & Executives
ALLEN RASHAD HARRIS Sr.
Chief Compliance Officer, Chief Executive Officer, Investment Advisor Representative
- CRD
- #6709178
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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