Assets Under Management
$1.5M
Number of Clients
8
Number of Advisors
1
Average Client AUM
$188K
AUM per Advisor
$1.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Ataroke Wealth LLC offers ongoing wealth management (investment management and financial planning), investment management services, and project-based financial planning. They primarily advise on stocks, bonds, mutual funds, and ETFs. Clients receive tailored services based on their individual needs and can impose reasonable restrictions on investments.
TX, United States