|
⚲
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| 49 Wealth Management LLC
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| |
|---|---|
| CRD # | 319484 |
| SEC # | 801-123687 |
| CIK # | 0002022291 |
| AUM | $566.2 MM (2024-07-02) |
| Employees | 103 (72% Investors, 19% Brokers) |
| Phone | 214-563-1190 |
| Address | 916 S Capital of Texas Highway Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 6.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,282 | 358.6 |
| (b) Individuals (high net worth individuals) | 82 | 207.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,364 | 566.2 |
| By Discretionary | ||
| Discretionary | 3,364 | 566.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,364 | 566.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 566.2 | |
| Total | 3,364 | 566.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002022291] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Trifecta Capital Advisors LLC
✚
|
IL | 0.6 |
|
Peterson Wealth Advisors LLC
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UT | 0.6 |
|
ERTS Wealth Advisors LLC
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MI | 0.6 |
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American Wealth Management
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NV | 0.6 |
|
Newbridge Financial Services Group Inc
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FL | 0.6 |
|
Forthright Wealth Management LLC
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GA | 0.6 |
|
Oak Harbor Wealth Partners LLC
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NC | 0.6 |
|
Northcape Wealth Management LLC
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|
NY | 0.6 |
|
Granite Group Advisors LLC
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|
CT | 0.6 |
|
Campbell Deegan Wealth Management LLC
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|
VA | 0.6 |