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| Happy Holidays!! thanks for using AUM13F!! |
| Alexander Capital Wealth Management LLC
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|---|---|
| CRD # | 157714 |
| SEC # | 801-112997 |
| CIK # | |
| AUM | $212.1 M (2025-03-11) |
| Employees | 29 (97% Investors, 100% Brokers) |
| Phone | 212-687-5650 |
| Address | 10 Drs James Parker Blvd Red Bank, NJ 07701 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 401 | 71.9 |
| (b) Individuals (high net worth individuals) | 220 | 140.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 999 | 212.1 |
| By Discretionary | ||
| Discretionary | 999 | 212.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 999 | 212.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 211.7 | |
| Total | 999 | 212.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Merrion Investment Management Co LLC
✚
|
NJ | 0.2 |
|
Integrated Capital Management Inc
✚
|
PA | 0.2 |
|
46 Peaks LLC
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|
PA | 0.2 |
|
Innova Advisors LLC
✚
|
FL | 0.2 |
|
Tidecrest Wealth Management LLC
✚
|
CA | 0.2 |
|
Riverchase Wealth Management LLC
✚
|
TX | 0.2 |
|
Promethium Advisors LLC
✚
|
MD | 0.2 |
|
Pettee Investors Inc
✚
|
CT | 0.2 |
|
Strategic Advisory Services LLC
✚
|
TN | 0.2 |
|
Guiry Capital Management LLC
✚
|
FL | 0.2 |