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Allen Wealth Management LLC
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CRD # | 133038 |
SEC # | 801-64431 |
CIK # | 0002012003 |
AUM | $478.5 MM (2024-07-18) |
Employees | 7 (43% Investors, 43% Brokers) |
Phone | 828-268-9693 |
Address | 980 Highway 105 Boone, NC 28607 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
XOM | 385,508.3 | 6.8 | |
CVX | 294,604.1 | 3.9 | |
LMT | 111,953.9 | 2.9 | |
MRK | 232,371.9 | 2.7 | |
CSCO | 178,309.9 | 2.6 | |
TSM | 437,370.3 | 2.5 | |
PFE | 284,248.0 | 2.4 | |
AAPL | 2,382,844.0 | 2.2 | |
DOW | 38,247.2 | 1.9 | |
C | 91,678.1 | 1.7 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 861 | 195.7 |
(b) Individuals (high net worth individuals) | 148 | 280.2 |
(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 | 7 | 2.5 |
(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 | 2,454 | 478.5 |
By Discretionary | ||
Discretionary | 1,940 | 362.5 |
Non-Discretionary | 514 | 116.0 |
Total | 2,454 | 478.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 478.5 | |
Total | 2,454 | 478.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0002012003] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
McGowan & Co LLP
✚
|
PA | 0.5 |
Evernest Financial Advisors
✚
|
IN | 0.5 |
Meritas Wealth Management LLC
✚
|
CA | 0.5 |
Tortuga Advisers LLC
✚
|
CA | 0.5 |
Hemsley Advisors Ltd
✚
|
IL | 0.5 |
Shikiar Asset Management Inc
✚
|
NY | 0.5 |
Independent Investors Inc
✚
|
NY | 0.5 |
Essex LLC
✚
|
IL | 0.5 |
Weber Asset Management Inc
✚
|
NY | 0.5 |
Old Peak Finance LLC
✚
|
NC | 0.5 |