Cyclus Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 168699
- Website
- cycluswealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals62.5%
- HNWI33.33%
- Pension & Profit Sharing Plans4.17%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cyclus Wealth Management operates as a corporation focused on providing portfolio management services primarily for individual and family clients, as well as institutional investors. The firm utilizes a fee structure based on a percentage of assets under management and fixed fees. While the firm does not actively pursue ESG investments, it is dedicated to managing portfolios for small businesses and individuals. The firm is not classified as a capital allocator and does not have affiliations with other advisory firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- US Government Bonds30%
- Cash & Cash Equivalents5%
Contacts
2 of 2
Michael Weaver
Investment AdvisorCRD 7328480
Jae Kim
Founder & Investment AdvisorCRD 5004453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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