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| Happy Holidays!! thanks for using AUM13F!! |
| Allen Wealth Management LLC
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| CRD # | 133038 |
| SEC # | 801-64431 |
| CIK # | 0002012003 |
| AUM | $553.9 M (2025-07-22) |
| Employees | 7 (43% Investors, 57% Brokers) |
| Phone | 828-268-9693 |
| Address | 980 Highway 105 Boone, NC 28607 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 5.8 | ||
| Chevron Corp | 4.0 | ||
| Cisco Systems Inc | 3.5 | ||
| Lockheed Martin Corp | 3.1 | ||
| Citigroup Inc | 2.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.4 | ||
| Apple Inc | 2.2 | ||
| Pfizer Inc | 2.2 | ||
| Bank of New York Mellon Corp | 2.1 | ||
| Lincoln National Corp | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 879 | 209.3 |
| (b) Individuals (high net worth individuals) | 161 | 341.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 3.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,589 | 553.9 |
| By Discretionary | ||
| Discretionary | 2,111 | 425.0 |
| Non-Discretionary | 478 | 128.9 |
| Total | 2,589 | 553.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 553.6 | |
| Total | 2,589 | 553.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002012003] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tanglewood Legacy Advisors LLC
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TX | 0.6 |
|
Golden State Asset Management LLC
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CA | 0.6 |
|
Keel Wealth Management LLC
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0.6 | |
|
Financial Security Management Inc
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CO | 0.6 |
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Inlet Private Wealth LLC
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|
FL | 0.6 |
|
Presilium Private Wealth LLC
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|
PA | 0.6 |
|
Epsilon Financial Group Inc
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|
CA | 0.6 |
|
Northwest Financial Services Inc
✚
|
IN | 0.6 |
|
Central Family Advisors LLC
✚
|
NY | 0.5 |
|
Carlson & Company Financial Services LLC
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|
KS | 0.5 |