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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| 180 Wealth Advisors LLC
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| CRD # | 284921 |
| SEC # | 801-110219 |
| CIK # | 0001730817 |
| AUM | $1.1 B (2025-03-11) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 253-394-0720 |
| Address | 32125 32nd Avenue South, Suite 100 Federal Way, WA 98001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 52.7 | ||
| Nvidia Corp | 31.1 | ||
| Apple Inc | 21.6 | ||
| Amazon Com Inc | 20.8 | ||
| Broadcom Inc | 17.1 | ||
| Facebook Inc | 10.8 | ||
| Tesla Motors Inc | 10.7 | ||
| Mannkind Corp | 9.7 | ||
| ETFS Gold Trust | 9.2 | ||
| Twilio Inc | 7.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 751 | 697.0 |
| (b) Individuals (high net worth individuals) | 476 | 299.0 |
| (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 | 25 | 60.0 |
| (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 | 3,139 | 1,056.0 |
| By Discretionary | ||
| Discretionary | 1,633 | 649.0 |
| Non-Discretionary | 1,506 | 407.0 |
| Total | 3,139 | 1,056.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,056.0 | |
| Total | 3,139 | 1,056.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730817] |
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|---|---|---|
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MI | 1.1 |
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KEB Asset Management LLC
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IL | 1.1 |
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NJ | 1.1 |
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Hemington Wealth Management LLC
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Islandbridge Capital Limited
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1.1 | |
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Next Level Private LLC
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Private Portfolio Partners LLC
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NJ | 1.1 |
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CA | 1.1 |
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CA | 1.1 |