$4.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
10 yrs Firm Age
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-22-2016
- Office Locations
- 1
Office Locations
-- Portland OR
About WTF Planning
WTF Planning is a Portland-based RIA. The firm has been operating for 10 years. Managing $4.4M in total assets under management, with 1 advisory representatives. They custody assets with Betterment.
Team overview
-- AVG AGE
$4.4M AVG AUM / ADVISOR
$155.7K AVG AUM / CLIENT
10.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Melanie Lynne Boekee
Chief Compliance Officer, Managing Member
- CRD
- #6574599
- 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 | $0 | -- |
| Non-Discretionary | $4,359,500 | -- |
| Total | $4,359,500 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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