$23.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment · Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-02-2014
- Office Locations
- 1
Office Locations
1800 Pine St. Suite A Redding CA
About Woven Capital, LLC
Woven Capital, LLC is a Redding-based RIA. The firm has been operating for 11 years. Managing $23.3M in total assets under management, with 1 advisory representatives. They custody assets with Betterment and Charles Schwab & Company.
Team overview
41 AVG AGE
$23.3M AVG AUM / ADVISOR
$358.4K AVG AUM / CLIENT
11.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs 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
AARON ROBERT HATCH
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4828852
- Ownership
- 50% but less than 75%
Available
Available
Available
R
Rachel Keas Hatch
Co-founder
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $23,298,260 | -- |
| Total | $23,298,260 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 |
Continue browsing