|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| 44 Wealth Management LLC
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001831187 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nike Inc | 23.8 | |
| Microsoft Corp | 19.7 | |
| Apple Inc | 5.0 | |
| Home Depot Inc | 4.6 | |
| Medtronic Holdings Ltd | 4.4 | |
| Cisco Systems Inc | 4.4 | |
| Wells Fargo & Co/MN | 4.0 | |
| Costco Wholesale Corp /NEW | 3.4 | |
| Coca Cola Co | 3.3 | |
| Air Products & Chemicals Inc /DE/ | 3.2 | |
| J P Morgan Chase & Co | 3.2 | |
| Verizon Communications Inc | 3.2 | |
| Automatic Data Processing Inc | 3.1 | |
| Philip Morris International Inc | 3.1 | |
| Citigroup Inc | 3.0 | |
| Allstate Corp | 3.0 | |
| Hershey Co | 3.0 | |
| Honeywell International Inc | 3.0 | |
| Sanofi | 3.0 | |
| Cardinal Health Inc | 2.9 | |
| Broadcom Inc | 2.9 | |
| SPDR Gold Trust | 2.9 | |
| SS&C Technologies Holdings Inc | 2.7 | |
| McDonalds Corp | 2.7 | |
| Johnson & Johnson | 2.7 | |
| Bristol Myers Squibb Co | 2.7 | |
| Union Pacific Corp | 2.7 | |
| Procter & Gamble Co | 2.6 | |
| CVS Caremark Corp | 2.5 | |
| Wal Mart Stores Inc | 2.5 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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
✚
|
MD | 0.4 |
|
Sierra Ocean LLC
✚
|
CA | 0.4 |
|
Total Management Group Inc
✚
|
NY | 0.4 |
|
Keystone Global Partners LLC
✚
|
CO | 0.4 |
|
Ascent Capital Management LLC
✚
|
OR | 0.4 |
|
Townsend Asset Management Corp
✚
|
NC | 0.4 |
|
Heward Investment Management Inc
✚
|
0.4 | |
|
Schmidt Financial Management Inc
✚
|
WA | 0.4 |
|
Shorehaven Wealth Partners LLC
✚
|
NJ | 0.4 |
|
Bluesphere Advisors LLC
✚
|
PA | 0.4 |