$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-2020
- Office Locations
- 1
Office Locations
-- Sayre OK
About Zelus Wealth Management
Zelus Wealth Management is an Oklahoma-based RIA providing comprehensive financial planning and implementation alongside customized, tax-smart portfolio management. Portfolios are tailored to client goals and current economic conditions, with an ETF-centric approach. The firm serves retail clients, including entrepreneurs, and custodies assets at Interactive Brokers.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$76.9K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
R
Robert Colin Feller
Chief Compliance Officer, Managing Member, President
- CRD
- #7004255
- 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 | $2,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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