44 Wealth Management LLC

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Assets, Funds, Holdings

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44 Wealth Management LLC
CRD #309647
SEC #801-119064
CIK #0001831187
AUM $469.0 MM (2024-03-11)
Employees 5 (100% Investors, 0% Brokers)
Phone541-359-0388
Address2350 Oakmont Way, Suite 104
Eugene, OR 97401
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
50040030020010002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 72 25.0
(b) Individuals (high net worth individuals) 135 379.9
(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 5 18.5
(h) Charitable organizations 10 2.8
(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 42.7
(n) Other 0 0.0
Total 1,197 469.0
By Discretionary
Discretionary 1,195 468.8
Non-Discretionary 2 0.1
Total 1,197 469.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 469.0
Total 1,197 469.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001831187]
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Ogorek Wealth Management LLC
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Cambridge Financial Group LLC
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Kennedy Investment Group Inc
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The Marshall Financial Group LLC
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Financial Strategies Group Inc
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Trinity Capital Investors
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