Nuview Trust Company
$25.7M reported client assets across 2 advisory firms in FY2023 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Watts Capital Partners Llc | $24.3M | $424M | 5.7% | 03/29/2024 |
| Compound Planning, Inc. | $1.4M | $1.4B | 0.1% | 03/30/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.