W
$1.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-11-2024
- Office Locations
- 1
Office Locations
-- West Palm Beach FL
About Wealthadvisor365
WEALTHADVISOR365 is a Fort Lauderdale, FL registered investment adviser serving retail investors, with a focus on business owners. The firm provides financial planning and related advice including estate, tax and insurance planning and business succession. Portfolios emphasize asset allocation and risk management, with ETF-centric implementation, and custody on major platforms such as Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$1.0M AVG AUM / ADVISOR
$250.0K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CAYDEN WALKER MCLAUGHLIN
Chief Compliance Officer, Owner
- CRD
- #7265681
- 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 | $1,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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