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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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
|---|---|---|
| 13F-HR | [0001730817] |
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|---|---|---|
|
Peak Asset Management LLC
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CO | 0.7 |
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Ahrens Investment Partners LLC
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Foresight Global Investors Inc
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Roehl & YI Investment Advisors LLC
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Pinnacle Wealth Advisors
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