W
$25.2M Total AUM
$25.2M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-13-2014
- Office Locations
- 1
Office Locations
-- Upper Arlington OH
About Wealthought LLC
Wealthought LLC is a Upper Arlington-based RIA. The firm has been operating for 12 years. Managing $25.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$25.2M AVG AUM / ADVISOR
$787.5K AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CRAIG NOVOSEL-JOHNSON
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5344158
- 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 | $25,199,667 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,199,667 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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