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| Happy Holidays!! thanks for using AUM13F!! |
| 49 Wealth Management LLC
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|---|---|
| CRD # | 319484 |
| SEC # | 801-123687 |
| CIK # | 0002022291 |
| AUM | $871.4 M (2025-07-31) |
| Employees | 167 (77% Investors, 31% Brokers) |
| Phone | 214-563-1190 |
| Address | 3711 S Mopac Expy Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.6 | ||
| Microsoft Corp | 3.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,808 | 430.0 |
| (b) Individuals (high net worth individuals) | 135 | 391.0 |
| (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 | 8 | 0.8 |
| (h) Charitable organizations | 14 | 22.9 |
| (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 | 24 | 26.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,989 | 871.4 |
| By Discretionary | ||
| Discretionary | 2,989 | 871.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,989 | 871.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 871.4 | |
| Total | 2,989 | 871.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002022291] |
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|---|---|---|
|
Baker Ellis Asset Management LLC
✚
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WA | 0.9 |
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NY | 0.9 |
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ISTO Advisors LLC
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The NorthStar Group Inc
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Sprinkle Financial Consultants LLC
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|
Lighthouse Financial Advisors Inc
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NJ | 0.9 |
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Rudney Associates Inc
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CA | 0.9 |