180 Wealth Advisors LLC

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Assets, Funds, Holdings

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180 Wealth Advisors LLC
CRD #284921
SEC #801-110219
CIK #0001730817
AUM $700.0 MM (2023-03-03)
Employees 7 (86% Investors, 0% Brokers)
Phone253-394-0720
Address32125 32nd Avenue South, Suite 100
Federal Way, WA 98001
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
80064048032016002010201420192024
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 ($MM)
50040030020010002018202020222024
AUM Breakdown Accounts AUM ($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]
Comparable Firms State AUM ($BB)
Peak Asset Management LLC
CO 0.7
Ahrens Investment Partners LLC
LA 0.7
Foresight Global Investors Inc
NY 0.7
Burns J W & Co Inc
NY 0.7
Gould Asset Management LLC
CA 0.7
Strid Group LLC
PA 0.7
KWB Wealth
CA 0.7
Roehl & YI Investment Advisors LLC
OR 0.7
Pinnacle Wealth Advisors
TN 0.7
Kahn Brothers Advisors LLC
NY 0.7
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