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180 Wealth Advisors LLC
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CRD # | 284921 |
SEC # | 801-110219 |
CIK # | 0001730817 |
AUM | $700.0 MM (2023-03-03) |
Employees | 7 (86% Investors, 0% Brokers) |
Phone | 253-394-0720 |
Address | 32125 32nd Avenue South, Suite 100 Federal Way, WA 98001 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 33.0 | |
AAPL | 2,382,844.0 | 17.6 | |
AMZN | 1,092,997.8 | 10.0 | |
NVDA | 399,550.0 | 7.6 | |
TSLA | 723,390.3 | 6.2 | |
MNKD | 957.2 | 6.1 | |
XOM | 385,508.3 | 5.6 | |
SGOL | 4.9 | ||
AVGO | 201,282.9 | 4.8 | |
SBUX | 87,554.3 | 4.7 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 560 | 264.0 |
(b) Individuals (high net worth individuals) | 840 | 396.0 |
(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 | 2,650 | 700.0 |
By Discretionary | ||
Discretionary | 1,750 | 515.0 |
Non-Discretionary | 900 | 185.0 |
Total | 2,650 | 700.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 700.0 | |
Total | 2,650 | 700.0 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001730817] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Peak Asset Management LLC
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|
CO | 0.7 |
Ahrens Investment Partners LLC
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|
LA | 0.7 |
Foresight Global Investors Inc
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|
NY | 0.7 |
Burns J W & Co Inc
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|
NY | 0.7 |
Gould Asset Management LLC
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|
CA | 0.7 |
Strid Group LLC
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|
PA | 0.7 |
KWB Wealth
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|
CA | 0.7 |
Roehl & YI Investment Advisors LLC
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|
OR | 0.7 |
Pinnacle Wealth Advisors
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|
TN | 0.7 |
Kahn Brothers Advisors LLC
✚
|
NY | 0.7 |