W
$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2021
- Office Locations
- 1
Office Locations
-- Sterling Heights MI
About Wealthy Intentions
Wealthy Intentions is a Sterling Heights-based RIA. The firm has been operating for 5 years. Managing $1.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$915.0K AVG AUM / ADVISOR
$130.7K AVG AUM / CLIENT
4.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
Ryan Frederick Knaack
Chief Compliance Officer, Owner
- CRD
- #7304944
- Ownership
- 75% or more
Available
Available
Available
J
Joseph Michael Elias
--
- CRD
- #7811339
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,830,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,830,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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