$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2023
- Office Locations
- 1
Office Locations
-- Scottsdale AZ
About Wealthbound Advisors
WealthBound Advisors is a fully digital financial planning and investment management firm built for young professionals in their 20s–40s. It delivers one-time plans or ongoing advice through RightCapital, implements portfolios on Altruist, and supports cash management via Flourish. Investment exposure is delivered primarily through diversified public funds and ETFs.
Team overview
-- AVG AGE
$2.7M AVG AUM / ADVISOR
$82.6K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
SEAN Patrick RAWLINGS
Chief Compliance Officer, FOUNDER
- CRD
- #7163559
- 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 | $2,725,832 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,725,832 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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