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| Happy Holidays!! thanks for using AUM13F!! |
| 44 Wealth Management LLC
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| CRD # | 309647 |
| SEC # | 801-119064 |
| CIK # | 0001831187 |
| AUM | $445.9 M (2025-06-06) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 541-359-0388 |
| Address | 2350 Oakmont Way, Suite 104 Eugene, OR 97401 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nike Inc | 23.8 | ||
| Microsoft Corp | 19.7 | ||
| Apple Inc | 5.0 | ||
| Home Depot Inc | 4.6 | ||
| Medtronic Holdings Ltd | 4.4 | ||
| Cisco Systems Inc | 4.4 | ||
| Wells Fargo & Co/MN | 4.0 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| Coca Cola Co | 3.3 | ||
| Air Products & Chemicals Inc /DE/ | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 21.6 |
| (b) Individuals (high net worth individuals) | 126 | 335.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 15.5 |
| (h) Charitable organizations | 14 | 28.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 41.8 |
| (n) Other | 6 | 3.6 |
| Total | 1,154 | 445.9 |
| By Discretionary | ||
| Discretionary | 1,147 | 445.3 |
| Non-Discretionary | 7 | 0.6 |
| Total | 1,154 | 445.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.8 | |
| United States Persons | 437.1 | |
| Total | 1,154 | 445.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001831187] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Grant/Grossmendelsohn LLC
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|
MD | 0.4 |
|
Sierra Ocean LLC
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CA | 0.4 |
|
Total Management Group Inc
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NY | 0.4 |
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Keystone Global Partners LLC
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CO | 0.4 |
|
Ascent Capital Management LLC
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|
OR | 0.4 |
|
Townsend Asset Management Corp
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|
NC | 0.4 |
|
Heward Investment Management Inc
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|
0.4 | |
|
Schmidt Financial Management Inc
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|
WA | 0.4 |
|
Shorehaven Wealth Partners LLC
✚
|
NJ | 0.4 |
|
Bluesphere Advisors LLC
✚
|
PA | 0.4 |