I
IDEAUM LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
IDEAUM LLC is a state-registered investment adviser that offers portfolio management and financial planning services intended for individuals, families, trusts, estates, and small businesses, though as of the brochure date it has no external clients and reports $0 in regulatory assets under management. The firm recently added investment advisory services to its original IT consulting business and intends to use asset-based fees for portfolio management while offering both fixed-fee and hourly billing options for financial planning.
The firm emphasizes a tactical allocation approach within a long-only, value-oriented asset-allocation framework, relying on fundamental analysis and, at times, maintaining cash positions as a hedge to manage risk. Relationships are non-discretionary: the adviser will seek client approval before executing trades and tailors recommendations to each client’s objectives, time horizon, risk tolerance, and liquidity needs.
Noteworthy features include the availability of an hourly billing option for financial planning, a fee arrangement that is relatively uncommon among peers, and the firm’s recent registration with no external clients at the time of the brochure. The firm also discloses that its principal continues to operate the original IT consulting line—devoting roughly 80% of weekly business hours to that activity—and that it does not vote client proxies, leaving proxy voting to clients.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Wealth management
Fee options
Financial planning flat fees range from $500 to $5,000
1.0% annually
$200 per hour for financial planning services
Main office location
IDEAUM LLC
Fairfax VA, United States
Number of offices
1
Most active in
IDEAUM LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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