AUM per client for Supported firms serving clients in Wyoming

Supported firms active in Wyoming 33 firms
Very Low $110K-$270K
Low $270K-$570K
Typical $570K-$630K
High $630K-$1.2M
Very High $1.2M-$2.5M
5th 20th 40th 60th 80th 95th

Median: $590K

Firm
AUM/client
AUM
Clients
HNW client %
Wakeful logo Wakeful
Very Low $160K
$39M
250
16%
Copperline Wealth Management & Planning logo Copperline Wealth Management & Planning
Low $290K
$120M
430
28%
Demeter Tactical Investments Corp. logo Demeter Tactical Investments Corp.
Low $530K
$210M
390
2%
Peak Investment Coaching, LLC logo Peak Investment Coaching, LLC
Very Low $0
$0
380
3%
Burrus logo Burrus
High $750K
$240M
322
25%
Jeffery C. Welch and Associates, Inc. logo Jeffery C. Welch and Associates, Inc.
Very Low $97K
$28M
287
3%
Elevate Wealth Management logo Elevate Wealth Management
Typical $610K
$160M
269
17%
Wealth Rabbit logo Wealth Rabbit
Very Low $5.4K
$1.2M
220
1%
Income Focus Portfolio Management logo Income Focus Portfolio Management
Very High $1.2M
$360M
296
28%
RW Baker Wealth Management Group LLC logo RW Baker Wealth Management Group LLC
High $680K
$130M
196
36%
Cypress Capital Management, LLC logo Cypress Capital Management, LLC
Typical $590K
$110M
185
21%
ATLAS Lifestyle Planning Group LLC logo ATLAS Lifestyle Planning Group LLC
Low $400K
$73M
180
11%
Theory Financial logo Theory Financial
Very High $1.3M
$320M
252
42%
Beacon Light Wealth Management logo Beacon Light Wealth Management
Very Low $260K
$39M
151
7%
Ball & Company logo Ball & Company
Very High $1.3M
$200M
147
39%
Hale Financial Solutions, LLC logo Hale Financial Solutions, LLC
Low $360K
$26M
72
0%
Rothman Investment Management, LLC logo Rothman Investment Management, LLC
Typical $570K
$75M
131
25%
Markle Financial LLC logo Markle Financial LLC
Low $520K
$130M
257
18%
O'Donnell Wealth Management logo O'Donnell Wealth Management
Typical $570K
$120M
208
46%
Pinnacle West Asset Management Inc
Very High $2.5M
$220M
85
54%
Meddent Solutions logo Meddent Solutions
High $1.1M
$28M
26
100%
Elevate Wealth Advisors, LLC logo Elevate Wealth Advisors, LLC
Low $270K
$19M
71
15%
Thryve Wealth Management logo Thryve Wealth Management
Very High $3.5M
$290M
84
69%
Corkern & Co., Inc. logo Corkern & Co., Inc.
Very High $1.8M
$140M
81
100%
Fremont Financial Advisors Inc. logo Fremont Financial Advisors Inc.
Very Low $250K
$8.9M
36
6%
Wealth Design Consulting, LLC
High $630K
$33M
52
17%
Comprehensive Wealth Solutions, LLC logo Comprehensive Wealth Solutions, LLC
Very High $6.2M
$370M
60
55%
Evergreen Financial Group logo Evergreen Financial Group
High $670K
$28M
41
22%
Mountain Goat Wealth Management LLC logo Mountain Goat Wealth Management LLC
Very Low $110K
$6.6M
71
0%
SAGE 360 Advisors LLC logo SAGE 360 Advisors LLC
High $860K
$22M
25
24%
Stafford Financial, LLC logo Stafford Financial, LLC
High $690K
$15M
21
33%
GT Investment Management, LLC logo GT Investment Management, LLC
Very Low $160K
$5.5M
35
100%
HP Wealth Management LLC logo HP Wealth Management LLC
Very High $1.2M
$15M
13
62%
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