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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ameriserv Wealth Advisors Inc
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|---|---|
| CRD # | 105846 |
| SEC # | 801-47835 |
| CIK # | 0001102062 |
| AUM | $1.1 B (2025-03-28) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 814-533-5338 |
| Address | 216 Franklin Street Johnstown, PA 15901-1911 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ameriserv Financial Inc /PA/ | 2.9 | ||
| Lilly Eli & Co | 2.4 | ||
| Apple Inc | 2.2 | ||
| Nvidia Corp | 1.7 | ||
| Costco Wholesale Corp /NEW | 1.2 | ||
| Microsoft Corp | 1.2 | ||
| Wal Mart Stores Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 19.7 |
| (b) Individuals (high net worth individuals) | 16 | 42.2 |
| (c) Banking or thrift institutions | 0 | 962.1 |
| (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 | 4 | 10.7 |
| (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 | 9 | 21.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,124 | 1,056.6 |
| By Discretionary | ||
| Discretionary | 1,124 | 1,056.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,124 | 1,056.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,056.6 | |
| Total | 1,124 | 1,056.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001102062] |
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|---|---|---|
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OR | 1.1 |
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1.1 | |
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Private Client Services LLC
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KWMG LLC
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KS | 1.0 |
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