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44 Wealth Management LLC
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CRD # | 309647 |
SEC # | 801-119064 |
CIK # | 0001831187 |
AUM | $469.0 MM (2024-03-11) |
Employees | 5 (100% Investors, 0% Brokers) |
Phone | 541-359-0388 |
Address | 2350 Oakmont Way, Suite 104 Eugene, OR 97401 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 72 | 25.0 |
(b) Individuals (high net worth individuals) | 135 | 379.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 5 | 18.5 |
(h) Charitable organizations | 10 | 2.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 42.7 |
(n) Other | 0 | 0.0 |
Total | 1,197 | 469.0 |
By Discretionary | ||
Discretionary | 1,195 | 468.8 |
Non-Discretionary | 2 | 0.1 |
Total | 1,197 | 469.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 469.0 | |
Total | 1,197 | 469.0 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001831187] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
EQ Wealth Advisors LLC
✚
|
TX | 0.5 |
Andrew Garrett Inc
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|
NY | 0.5 |
Prospera Private Wealth LLC
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|
OK | 0.5 |
Hyposwiss Advisors Sa
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|
0.5 | |
Ogorek Wealth Management LLC
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|
NY | 0.5 |
Cambridge Financial Group LLC
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|
AZ | 0.5 |
Kennedy Investment Group Inc
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|
NJ | 0.5 |
The Marshall Financial Group LLC
✚
|
MD | 0.5 |
Financial Strategies Group Inc
✚
|
MI | 0.5 |
Trinity Capital Investors
✚
|
MS | 0.5 |