|
⚲
|
| Keyboard |
| 49 Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 319484 |
| SEC # | 801-123687 |
| CIK # | 0002022291 |
| AUM | 1,403.0 M (2026-03-12) |
| Employees | 167 (77% Investors, 31% Brokers) |
| Phone | 214-563-1190 |
| Address | 3711 S Mopac Expy Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.1 | ||
| Microsoft Corp | 5.4 | ||
| Wal Mart Stores Inc | 4.7 | ||
| Nvidia Corp | 4.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,553 | 650.1 |
| (b) Individuals (high net worth individuals) | 218 | 647.5 |
| (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 | 1 | 6.9 |
| (h) Charitable organizations | 14 | 41.9 |
| (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 | 53 | 56.5 |
| (n) Other | 0 | 0.0 |
| Total | 6,257 | 1,403.0 |
| By Discretionary | ||
| Discretionary | 6,257 | 1,403.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,257 | 1,403.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,403.0 | |
| Total | 6,257 | 1,403.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002022291] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Seven Springs Wealth Group LLC
✚
|
TN | 1,407.6 M |
|
Cumberland Investment Counsel Inc
✚
|
1,405.8 M | |
|
Greenline Partners LLC
✚
|
NY | 1,405.6 M |
|
Marino Stram and Associates LLC
✚
|
MA | 1,405.3 M |
|
Schroder Wealth Management US Limited
✚
|
1,402.6 M | |
|
Werba Rubin Papier Wealth Management LLC
✚
|
CA | 1,400.9 M |
|
Pivot Capital Partners LLC
✚
|
IL | 1,400.0 M |
|
Verity and Verity LLC
✚
|
SC | 1,399.6 M |
|
Laurel Oak Wealth Management LLC
✚
|
NJ | 1,399.3 M |
|
Asset Advisors Investment Management LLC
✚
|
GA | 1,399.0 M |