RIA Services

Wedbush Asset Management offers an extensive array of RIA Services that include: a customizable wealth management and technology platform, premier programs and products, strategic operations support, financing and acquisitions resources, and compliance and regulatory guidance.

Platform and Technology Programs and Products
Operations Support Financing and Acquisitions
Compliance and Regulatory

Within WAM’s recognized and innovative wealth management and technology platform, we provide advisors access to wealth management resources with an extensive range of capabilities that include the following:

Financial and Retirement Planning Tools
Trust and Estate Planning Services
Personal and Corporate Lending Facilities

Our value-added advisory services and unique best-in-class product offerings, with multiple asset management strategies, are provided through joint ventures and recognized leadership in Private and Public Equity Funds, Hedge Funds, Partnerships, and Alternative Strategies.

Programs and Products

Our wealth management platform offers a robust line-up of products designed for RIAs who want to grow their practice. WAM’s products are designed around choice – giving advisors the tools to manage their business without constraints.

This approach allows advisors to manage investment risks by creating dynamic portfolios across multiple asset classes, which creates flexible portfolios that serve their clients in evolving economic and investment environments.

Advisors have the ability to provide clear and intelligent solutions through the utilization of WAM’s powerful turn-key product library, which lets them effectively allocate and manage portfolio assets with the options listed below:

► Mutual Funds & Exchange Traded Funds (ETFs) Across Five Risk Profiles
► Outside Money Managers
► Fixed Income
► Equities
► Bank and Lending Products Available Through Wedbush Securities and Affiliates
► Alternative Investments
► Option Strategies
► Multiple Sleeve UMA
► Managed Account Options
► Multiple Custodial Options*
► Block Trading Capabilities
► Advisor Discretion and Modeling Tools

* Coming later 2017