Auric Capital Partners
Auric Capital Partners is an independent financial solutions firm, dedicated to helping smart successful people make smart successful decisions about their financial lives. We launched our firm in order to provide a better, more personalized experience for our clients – including access to objective financial planning, a complete array of investment solutions, and leading technology. We build longstanding, loyal relationships, driven by our tenacity to deliver best possible outcomes. Our four founding partners have over 100 years of collective experience as wealth advisors. Based in Southern California: William A. Schellenberg; Jay Tamkoc, CRPC®; Luke McKelvy, CIMA; Jeffrey A. DeWees, CPFA, CRPS, CIMA Visit our website to learn more about how Auric can help you pursue the goals you have for yourself and your family. And call on us to discuss how we can help you gain back time, so you can focus on what is most important in your life. Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc, Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC, a SEC Registered Investment Adviser. Auric Capital Partners is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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Verified contacts
18
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
2
tools in use
Monthly traffic
59
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- AT
Anna T Walters
Partner, Director of Operations · Operations
EmailPhone - AQ
Aurora Quinones
Senior Wealth Management Associate · Customer/Client Service
EmailPhone - JA
John Abbate
Senior Vice President, Chief Planning Officer · Other
EmailPhone - LM
Luke McKelvy
Partner, Managing Director · General Business & Management
EmailPhone - JD
Jeffrey Dewees
Managing Director - Investments · General Business & Management
EmailPhone - ED
Eric Davalos
Wealth Advisor · Finance & Accounting
EmailPhone - JK
John Kincannon
Senior Associate · Finance & Accounting
EmailPhone - DD
Drew Durante
Intern · Finance & Accounting
EmailPhone - MS
Maddie Spiecker
Wealth Management Intern · Finance & Accounting
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Auric Capital Partners
12 distinct titles indexed · top 10 shown.
- 4intern
- 2partner, managing director - advisory
- 2wealth management intern
- 1founding partner, senior wealth advisor
- 1managing director - investments
- 1partner, director of human capital
- 1partner, director of operations
- 1partner, managing director
- 1senior associate
- 1senior vice president, chief planning officer
- +2more titles
Sign up to unlock all 18 contacts at Auric Capital Partners
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