A boutique wealth management firm focused on high-net-worth individuals and families, Plan A Wealth LLC provides financial planning, investment management, tax-aware wealth strategies and retirement planning. The firm emphasizes individualized asset allocation, risk management and fee-based advisory relationships, leveraging discretionary portfolio services and third-party custodial platforms. Relevant to investors and advisors, the firm targets long-term growth and capital preservation across diversified multi-asset portfolios.
A boutique wealth management firm focused on high-net-worth individuals and families, Plan A Wealth LLC provides financial planning, investment management, tax-aware wealth strategies and retirement planning. The firm emphasizes individualized asset allocation, risk management and fee-based advisory relationships, leveraging discretionary portfolio services and third-party custodial platforms. Relevant to investors and advisors, the firm targets long-term growth and capital preservation across diversified multi-asset portfolios.
Adopts a fiduciary, fee-based advisory stance that prioritizes tailored asset allocation and long-term growth with capital preservation for high-net-worth clients. Combines multi-asset diversification and tax-aware techniques—tax-loss harvesting, asset location, and income planning—with a pragmatic active/passive blend. Employs discretionary portfolios via third-party custodians, liability-driven and retirement-income frameworks, and systematic risk controls to align client objectives, time horizons, and liquidity needs while emphasizing transparent fees, governance for family clients, and outcome-focused performance benchmarks.
Adopts a fiduciary, fee-based advisory stance that prioritizes tailored asset allocation and long-term growth with capital preservation for high-net-worth clients. Combines multi-asset diversification and tax-aware techniques—tax-loss harvesting, asset location, and income planning—with a pragmatic active/passive blend. Employs discretionary portfolios via third-party custodians, liability-driven and retirement-income frameworks, and systematic risk controls to align client objectives, time horizons, and liquidity needs while emphasizing transparent fees, governance for family clients, and outcome-focused performance benchmarks.
| Trades 991 | Longs Won 693/991 69% | Profit Factor 8.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $220,565.91 |
| Average Win $69,328.16 | Best Trade (Aug 14) $4.24M | Sharpe Ratio -12.75 |
| Average Loss -$19,050.7 | Worst Trade (Aug 13) -$308,579.12 | Z-Score 8.82 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 2d | Expectancy $42,752.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 3,499 | $422,710.6 | $484,156.63 | - | $61,446.03 | 14.54% | -0.245% |
AAPL Apple Inc. | 10,415 | $2.42M | $3.22M | - | $796,764.09 | 32.92% | -7.354% |
ACN Accenture plc Class A | 2,519 | $643,290.15 | $417,952.48 | - | -$225,337.67 | -35.03% | +1.611% |
ACWX ISHARES MSCI ACWI EX U.S. ETF | 5,866 | $393,784.34 | $441,416.5 | - | $47,632.16 | 12.1% | -0.172% |
ADBE Adobe Inc. | 1,818 | $626,215.51 | $455,245.38 | - | -$170,970.13 | -27.3% | +1.013% |
ADI Analog Devices, Inc. | 870 | $209,344.33 | $319,646.7 | - | $110,302.37 | 52.69% | +0.202% |
ADM Archer-Daniels-Midland Co | 3,335 | $242,440.64 | $264,365.45 | - | $21,924.81 | 9.04% | -1.662% |
AER AerCap Holdings N.V. | 1,855 | $267,141.66 | $279,919.48 | - | $12,777.82 | 4.78% | -1.289% |
AFL Aflac Inc. | 6,533 | $685,440.03 | $832,826.84 | - | $147,386.81 | 21.5% | +0.094% |
AME Ametek Inc. | 4,706 | $861,607.99 | $1.14M | - | $275,879.32 | 32.02% | +0.708% |
AMGN Amgen Inc. | 1,415 | $413,879.49 | $545,001.4 | - | $131,121.91 | 31.68% | -0.64% |
AMZN Amazon.com Inc | 2,340 | $513,372.73 | $635,497.18 | - | $122,124.45 | 23.79% | +15.321% |
APP AppLovin Corporation Class A Common Stock | 595 | $306,562 | $235,560.49 | - | -$71,001.51 | -23.16% | -1.973% |
ARE Alexandria Real Estate Equities, Inc. | 7,197 | $448,463.28 | $370,285.65 | - | -$78,177.63 | -17.43% | -1.981% |
ARTY iShares Future AI & Tech ETF | 7,993 | $296,298.19 | $532,733.45 | - | $236,435.26 | 79.8% | +0.604% |
ASML ASML Holding N.V. New York Registry Shares | 528 | $490,231.41 | $860,112 | - | $369,880.59 | 75.45% | -1.359% |
ASTS AST SpaceMobile, Inc. | 2,483 | $180,437.31 | $146,447.34 | - | -$33,989.97 | -18.84% | +0.924% |
ATO Atmos Energy Corporation | 1,231 | $226,723.73 | $212,692.18 | - | -$14,031.55 | -6.19% | -0.849% |
AVAL Grupo Aval Acciones y Valores S.A. | 16,335 | $50,986.49 | $86,248.8 | - | $35,262.31 | 69.16% | +2.524% |
AVGO Broadcom Inc. | 3,975 | $1M | $1.55M | - | $542,771.42 | 54.03% | +0.371% |