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| 180 Wealth Advisors LLC
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|---|---|
| CRD # | 284921 |
| SEC # | 801-110219 |
| CIK # | 0001730817 |
| AUM | $853.0 MM (2024-02-01) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 253-394-0720 |
| Address | 32125 32nd Avenue South, Suite 100 Federal Way, WA 98001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 50.2 | |
| AAPL | 2,382,844.0 | 24.5 | |
| NVDA | 399,550.0 | 23.5 | |
| AMZN | 1,092,997.8 | 18.3 | |
| AVGO | 201,282.9 | 11.7 | |
| MNKD | 957.2 | 11.4 | |
| TSLA | 723,390.3 | 8.5 | |
| META | 434,852.0 | 7.9 | |
| COST | 207,576.9 | 7.1 | |
| GOOG | 1,482,566.4 | 6.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 656 | 336.0 |
| (b) Individuals (high net worth individuals) | 964 | 477.0 |
| (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 | 20 | 40.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,800 | 853.0 |
| By Discretionary | ||
| Discretionary | 2,300 | 565.0 |
| Non-Discretionary | 500 | 288.0 |
| Total | 2,800 | 853.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 853.0 | |
| Total | 2,800 | 853.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001730817] |
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|---|---|---|
|
Andbanc Advisory LLC
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|
FL | 0.9 |
|
Morris & Wells Wealth Management
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VA | 0.9 |
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LJI Wealth Management LLC
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IN | 0.9 |
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Brightside Advisory Partners LLC
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MD | 0.9 |
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Arthur M Cohen & Associates LLC
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IL | 0.9 |
|
Olympus Wealth Management LLC
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UT | 0.9 |
|
Oppenheimer Investment Management LLC
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NY | 0.9 |
|
Summit Asset Management LLC
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|
TN | 0.9 |
|
Fusion Investment Advisors LLC
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TX | 0.8 |
|
Blueprint Investment Partners LLC
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NC | 0.8 |