$41.0M Total AUM
$37.1M Disc. AUM
-- 3Y CAGR
1 Employees
138 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-04-2019
- Office Locations
- 1
Office Locations
504 Wyoming AVE 2ND Floor Cincinnati OH
About Wyoming Wealth Management, LLC
Wyoming Wealth Management, LLC is an independent RIA providing comprehensive financial planning and wealth management for individuals and serving as adviser to company retirement (401(k)) plans. The firm emphasizes fiduciary, unbiased guidance and portfolio construction focused on asset allocation and risk management, using ETFs and mutual funds. Primary custodian: Charles Schwab.
Team overview
51 AVG AGE
$41.0M AVG AUM / ADVISOR
$297.2K AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
Jeroen Johan van Leersum
Chief Compliance Officer, Financial Advisor, President, Principal
- CRD
- #6675882
- 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 | $37,083,353 | -- |
| Non-Discretionary | $3,925,454 | -- |
| Total | $41,008,807 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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