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- Custodian
- Axos · Charles Schwab & Company · Stifel
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-24-2015
- Office Locations
- 1
Office Locations
About Your Wealth Matters LLC
Wealth Matters, LLC is a St. Louis–based, fee-only consultancy with 25+ years in the family office landscape, providing customized wealth solutions to ultra-high-net-worth families, family offices, and firms that serve them. The firm emphasizes independent, objective guidance and a network of experts, with a focus on closely held businesses and multigenerational wealth transfer.
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Investment Themes
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Owner & Executives
Jacquelynn Marie Capriano
Chief Compliance Officer, Owner
- CRD
- #6617969
- Ownership
- 50% but less than 75%
Paul Michael Gantner
Advisor, Owner
- CRD
- #6618006
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Logan Reece Eckhardt
--
- CRD
- #6865557
Christopher Paul Sandifer
--
- CRD
- #7015736
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $70,961,162 | -- |
| Total | $70,961,162 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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