|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Adamsbrown Wealth Consultants LLC
✚
|
|
|---|---|
| CRD # | 308410 |
| SEC # | 801-118670 |
| CIK # | 0001911244 |
| AUM | $880.9 M (2025-06-03) |
| Employees | 20 (75% Investors, 55% Brokers) |
| Phone | 316-683-2067 |
| Address | 358 N Main Street Wichita, KS 67202 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001911244 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.4 | ||
| Microsoft Corp | 3.2 | ||
| Nvidia Corp | 3.1 | ||
| Exxon Mobil Corp | 2.3 | ||
| Amazon Com Inc | 2.2 | ||
| Wal Mart Stores Inc | 2.2 | ||
| Kroger Co | 1.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,277 | 267.8 |
| (b) Individuals (high net worth individuals) | 208 | 456.3 |
| (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 | 89 | 138.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 37 | 18.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,991 | 880.9 |
| By Discretionary | ||
| Discretionary | 3,837 | 784.6 |
| Non-Discretionary | 154 | 96.3 |
| Total | 3,991 | 880.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 880.9 | |
| Total | 3,991 | 880.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911244] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CW Investment Advisers LLC
✚
|
CA | 0.9 |
|
Granite FO LLC
✚
|
0.9 | |
|
Hutchinson Capital Management
✚
|
CA | 0.9 |
|
Basecamp Wealth Advisors LLC
✚
|
WA | 0.9 |
|
Spinnaker Investment Group LLC
✚
|
CA | 0.9 |
|
Glen Eagle Advisors LLC
✚
|
NJ | 0.9 |
|
Golden State Equity Partners LLC
✚
|
CA | 0.9 |
|
Ameliora Wealth Management Ltd
✚
|
0.9 | |
|
The Clarus Group Inc
✚
|
TX | 0.9 |
|
Talon Private Wealth LLC
✚
|
FL | 0.9 |