|
⚲
|
| 10Elms LLP
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| |
|---|---|
| CRD # | 323398 |
| SEC # | 801-131155 |
| CIK # | |
| AUM | $103.4 MM (2024-08-21) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 918-812-7998 |
| Address | 8721 S 79th E Ave Tulsa, OK 74133 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 7.3 |
| (b) Individuals (high net worth individuals) | 21 | 83.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 157 | 103.4 |
| By Discretionary | ||
| Discretionary | 157 | 103.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 157 | 103.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.4 | |
| Total | 157 | 103.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Integrity Financial Advisors LLC
✚
|
MA | 0.1 |
|
Daviman Financial LLC
✚
|
IN | 0.1 |
|
Loyd Financial Management Inc
✚
|
CO | 0.1 |
|
Vistica Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Evolutionary Tree Capital Management LLC
✚
|
VA | 0.1 |
|
Voyage Wealth Management LLC
✚
|
TX | 0.1 |
|
CornerStone Alternatives LLC
✚
|
SC | 0.1 |
|
Desmond Wealth Management Inc
✚
|
CA | 0.1 |
|
Delaware Avenue Wealth Planners LLC
✚
|
DE | 0.1 |
|
TCN Private Wealth Management LLC
✚
|
NY | 0.1 |