MarketCycle Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,000,000
Total clients
28
21% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$714,286
About
The firm advises individual and corporate clients on ongoing discretionary portfolio management, creating individualized Investment Policy Statements to guide asset allocation and security selection. It oversees implementation and regular monitoring across a broad set of investments, including mutual funds, equities, bonds, ETFs, REITs, private placements, hedge funds and insurance products such as annuities.
Investment decisions draw on a mix of charting, technical, fundamental and cyclical analysis, and the firm employs both long‑ and short‑term strategies, including short sales and options writing when appropriate. Client accounts are managed under discretionary authority with documented risk tolerances and are charged percentage‑of‑AUM advisory fees billed in arrears.
Notable features include a small client roster — roughly 28 accounts representing about $20 million in discretionary assets — with all assets managed internally rather than through third‑party managers, resulting in higher average assets per client. The firm requires clients to custody assets at its chosen broker‑dealer (Interactive Brokers), maintains block trading capability, and enforces a five‑day personal‑trading window around client trades for non‑mutual fund/non‑ETF securities.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Fee options
$10,000 - $49,999: 1.50% annually $50,000 - $1,999,999: 1.25% annually $2,000,000+: 1.00% annually
Account minimum: $50,000
Main office location
MarketCycle Wealth Management, LLC
Free Union VA, United States
Number of offices
1
Most active in
MarketCycle Wealth Management, 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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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