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| Alaethes Wealth LLC
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|---|---|
| CRD # | 304920 |
| SEC # | 801-119436 |
| CIK # | 0001859677 |
| AUM | $269.1 MM (2023-01-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 858-735-9685 |
| Address | 1322 Winding Way Glenbrook, NV 89413 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 9.1 | |
| MSFT | 1,918,222.4 | 6.0 | |
| AMZN | 1,092,997.8 | 3.8 | |
| NVDA | 399,550.0 | 2.9 | |
| QCOM | 147,392.0 | 2.8 | |
| XOM | 385,508.3 | 2.6 | |
| GOOG | 1,482,566.4 | 2.6 | |
| ADBE | 172,760.2 | 2.5 | |
| ANET | 29,365.2 | 2.5 | |
| JPM | 340,169.2 | 2.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 2.2 |
| (b) Individuals (high net worth individuals) | 68 | 264.2 |
| (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 | 3 | 2.1 |
| (h) Charitable organizations | 2 | 0.6 |
| (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 | 100 | 269.1 |
| By Discretionary | ||
| Discretionary | 91 | 257.5 |
| Non-Discretionary | 9 | 11.5 |
| Total | 100 | 269.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 269.1 | |
| Total | 100 | 269.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001859677] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Auxin Group Wealth Management LLC
✚
|
OH | 0.3 |
|
Keating Financial Advisory Services Inc
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|
KS | 0.3 |
|
DCM Advisors LLC
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NY | 0.3 |
|
Provence Registered Investment Advisor LLC
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|
CA | 0.3 |
|
D Scott Neal Inc
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|
KY | 0.3 |
|
Madrona Financial Services LLC
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|
WA | 0.3 |
|
Pecaut & Co
✚
|
IA | 0.3 |
|
Cascade Investment Group Inc
✚
|
CO | 0.3 |
|
Hobart Private Capital LLC
✚
|
NC | 0.3 |
|
Mountain Hill Investment Partners
✚
|
NJ | 0.3 |