|
⚲
|
| Acute Investment Advisory LLC
✚
|
|
|---|---|
| CRD # | 170368 |
| SEC # | 801-126000 |
| CIK # | 0001944780 |
| AUM | $238.4 M (2026-02-10) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 480-620-6907 |
| Address | 4856 East Baseline Road Mesa, AZ 85206 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Emerson Electric Co | 1.6 | ||
| Apple Inc | 0.4 | ||
| Costco Wholesale Corp /NEW | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 728 | 159.5 |
| (b) Individuals (high net worth individuals) | 59 | 79.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,605 | 238.4 |
| By Discretionary | ||
| Discretionary | 1,605 | 238.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,605 | 238.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.4 | |
| Total | 1,605 | 238.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001944780] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Snowcap Capital Management LLC
✚
|
TX | 0.2 |
|
CPR Investments Inc
✚
|
MI | 0.2 |
|
GFS Wealth Management Advisors Inc
✚
|
CT | 0.2 |
|
Prossimo Advisors LLC
✚
|
CA | 0.2 |
|
Smith Bruer Advisors LLC
✚
|
FL | 0.2 |
|
Goalfusion Wealth Management LLC
✚
|
0.2 | |
|
RH Investment Group LLC
✚
|
AZ | 0.2 |
|
JM2 Capital Inc
✚
|
OK | 0.2 |
|
Alexander Capital Wealth Management LLC
✚
|
NJ | 0.2 |
|
Rachor Investment Advisory Services LLC
✚
|
MI | 0.2 |