Nationwide (Annuities)
$9.1M reported client assets across 2 advisory firms in FY2024 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Integral Financial Planning Llc | $6.9M | $138M | 5.0% | 03/07/2025 |
| Financial Arcitects, Inc | $2.2M | $348M | 0.6% | 03/06/2025 |
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.