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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| and Wealth Partners LLC
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|---|---|
| CRD # | 149136 |
| SEC # | 801-69853 |
| CIK # | 0001843294, 0001335851 |
| AUM | $470.9 M (2025-03-03) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 410-844-3300 |
| Address | 1629 Thames Street Baltimore, MD 21231 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 133.6 | ||
| Microsoft Corp | 106.9 | ||
| Apple Inc | 99.7 | ||
| Amazon Com Inc | 65.1 | ||
| Alphabet Inc | 57.7 | ||
| VISA Inc | 53.4 | ||
| J P Morgan Chase & Co | 45.6 | ||
| Costco Wholesale Corp /NEW | 33.2 | ||
| Goldman Sachs Group Inc | 30.5 | ||
| AbbVie Inc | 27.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 9.2 |
| (b) Individuals (high net worth individuals) | 71 | 353.0 |
| (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 | 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 | 7 | 108.8 |
| (n) Other | 0 | 0.0 |
| Total | 279 | 470.9 |
| By Discretionary | ||
| Discretionary | 245 | 273.0 |
| Non-Discretionary | 34 | 197.9 |
| Total | 279 | 470.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 470.9 | |
| Total | 279 | 470.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001335851] | |
| 13F-HR | [0001843294] |
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