Owen Kowalski's net worth is down 10% in 30 days

Owen Kowalski · HNW · 50-59 · Atlanta, GA · Advisor Elena Brandt

Why it fired

From $2,361,387 to $2,119,535, a change of -$241,852 across accounts linked for the whole period.

Rule: Net worth down 10% over 30 days or 15% over 90 days, on accounts linked for the whole window.

Net worth

Evidence (6)

Reported balance
Feb 28, 2025 · Kraken crypto account
$841,408
Reported balance
Feb 28, 2025 · Your Firm brokerage account
$951,713
Reported balance
Feb 28, 2025 · Edward Jones brokerage account
$411,435
Reported balance
Apr 4, 2025 · Kraken crypto account
$656,429
Reported balance
Apr 4, 2025 · Your Firm brokerage account
$916,982
Reported balance
Apr 4, 2025 · Edward Jones brokerage account
$396,420

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

Make a reassurance call and review the plan

“Owen, I know the last few weeks have been bumpy for your accounts. I wanted to check in, walk through what happened, and make sure the plan still feels right.”

A prompt for a conversation, not financial advice.

Status: Dismissed

View profile

Wallet Share Change
Owen Kowalski's share of assets with your firm went from 39% to 29%
7h agoNew$418.9K
$418.9K
Net Worth Spike
Owen Kowalski's net worth is up 47% in 30 days
Oct 30Reviewed$1.1M
$1.1M
Large Inflow / Outflow
Owen Kowalski received $974.1K into their Edward Jones brokerage account
Oct 29Reviewed$974.1K
$974.1K
Large Inflow / Outflow
Owen Kowalski moved $315.8K from Kraken crypto account to Ally Bank checking account
Jul 25Sent to CRM$315.8K
$315.8K
Crypto Activity
Owen Kowalski sold $315.8K of Solana
Jul 25New$315.8K
$315.8K

From $2,361,387 to $2,119,535, a change of -$241,852 across accounts linked for the whole period.

Make a reassurance call and review the plan

More for Owen Kowalski

From $2,361,387 to $2,119,535, a change of -$241,852 across accounts linked for the whole period.

Make a reassurance call and review the plan

More for Owen Kowalski