|
⚲
|
| 235 Wealth Management LLC
✚
| |
|---|---|
| CRD # | 329833 |
| SEC # | 801-129494 |
| CIK # | |
| AUM | $9.1 MM (2024-05-08) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 303-886-3322 |
| Address | 19 N Morgan St Chicago, IL 60607 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 2.6 |
| (b) Individuals (high net worth individuals) | 2 | 6.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 39 | 9.1 |
| By Discretionary | ||
| Discretionary | 39 | 9.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 39 | 9.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.1 | |
| Total | 39 | 9.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cleveralpha Asset Management LLC
✚
|
CA | 0.0 |
|
Christensen Group Financial LLC
✚
|
MN | 0.0 |
|
CIG Fund LLC
✚
|
MI | 0.0 |
|
Rise Vest Investments LLC
✚
|
SC | 0.0 |
|
SLP Wealth LLC
✚
|
NC | 0.0 |
|
FREC Advisers LLC
✚
|
CA | 0.0 |
|
RUE Neil
✚
|
OR | 0.0 |
|
Concreit Fund Management LLC
✚
|
WA | 0.0 |
|
Unity Wealth Partners LLC
✚
|
CA | 0.0 |
|
Blue Ocean Investment Partners Limited
✚
|
0.0 |