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| 44 Wealth Management LLC
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|---|---|
| CRD # | 309647 |
| SEC # | 801-119064 |
| CIK # | 0001831187 |
| AUM | 487.4 M (2026-03-31) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 541-359-0388 |
| Address | 2350 Oakmont Way, Suite 104 Eugene, OR 97401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nike Inc | 17.7 | ||
| Microsoft Corp | 15.0 | ||
| Apple Inc | 7.4 | ||
| J P Morgan Chase & Co | 4.9 | ||
| Johnson & Johnson | 4.7 | ||
| SPDR Gold Trust | 4.5 | ||
| Home Depot Inc | 4.3 | ||
| Chevron Corp | 4.0 | ||
| Medtronic Holdings Ltd | 4.0 | ||
| Amazon Com Inc | 3.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 15.3 |
| (b) Individuals (high net worth individuals) | 136 | 375.3 |
| (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 | 17.5 |
| (h) Charitable organizations | 15 | 30.3 |
| (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 | 10 | 45.1 |
| (n) Other | 6 | 3.9 |
| Total | 1,176 | 487.4 |
| By Discretionary | ||
| Discretionary | 1,169 | 486.6 |
| Non-Discretionary | 7 | 0.8 |
| Total | 1,176 | 487.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 487.4 | |
| Total | 1,176 | 487.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001831187] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 150 (2 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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