RIA Intel›Advisers›Arizona›OBJECTIVE WEALTH, LLC

OBJECTIVE WEALTH, LLC

Advisory

AZ

Data as of Feb 28, 2026 · Source: SEC Form ADV

Rank in AZ

#310

of 387 advisers by AUM

Average account

$330K

across 234 accounts

AUM per adviser

$77M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 28, 2026.

Total AUM

$77M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$77M

Discretionary AUM$77M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients69

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, LA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

69 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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