180 Wealth Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
⚲
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
180 Wealth Advisors LLC
✚
CRD #284921
SEC #801-110219
CIK #0001730817
AUM 1,359.0 M (2026-02-25)
Employees 11 (55% Investors, 0% Brokers)
Fees
Minimum
Phone253-394-0720
Address32125 32nd Avenue South, Suite 100
Federal Way, WA 98001
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
1400112084056028002010201520212027
CIK Period
0001730817
Sector Form 13F Holdings Value ($M)
Microsoft Corp 40.0
Nvidia Corp 38.1
Apple Inc 27.9
Amazon Com Inc 23.9
Broadcom Inc 21.8
Mannkind Corp 21.1
Alphabet Inc 13.8
Alphabet Inc 13.1
Tesla Motors Inc 13.0
Lam Research Corp 12.2
ETFS Gold Trust 11.9
Taiwan Semiconductor Manufacturing Co Ltd 11.7
CrowdStrike Holdings Inc 10.5
Twilio Inc 10.4
Facebook Inc 9.7
Applied Materials Inc /DE 9.3
Intel Corp 9.0
Grail Inc 8.7
ETFS Silver Trust 8.6
ARM Holdings PLC /UK 7.2
Wal Mart Stores Inc 7.1
 
 
 
 
 
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 780 482.9
(b) Individuals (high net worth individuals) 540 801.1
(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 30 75.0
(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 3,480 1,359.0
By Discretionary
Discretionary 3,401 1,331.3
Non-Discretionary 79 27.7
Total 3,480 1,359.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,359.0
Total 3,480 1,359.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001730817]
Firm Profile (Form ADV)
ServesInstitutional, Retail
Comparable Firms State AUM
Sheets Smith Wealth Management
✚
NC 1,365.1 M
BBVA Global Wealth Advisors Inc
✚
FL 1,364.6 M
Penn Davis McFarland Inc
✚
TX 1,364.5 M
KERA Capital Partners Inc
✚
CA 1,364.4 M
Westminster Financial Advisory Corp
✚
OH 1,361.7 M
CornerStone Capital Inc
✚
CA 1,357.7 M
Sgroi Wealth Advisory Group LLC
✚
NY 1,357.2 M
Symphony Financial Ltd Co
✚
TX 1,354.8 M
Galvin Gaustad & Stein LLC
✚
AZ 1,354.5 M
Capital Investment Counsel LLC
✚
CO 1,351.8 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com