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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Aquire Wealth Advisors LLC
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|---|---|
| CRD # | 149559 |
| SEC # | 801-114782 |
| CIK # | 0001745945 |
| AUM | $461.8 M (2025-03-19) |
| Employees | 21 (43% Investors, 0% Brokers) |
| Phone | 801-748-1243 |
| Address | 6440 S Wasatch Blvd Salt Lake City, UT 84121 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 9.9 | ||
| Nvidia Corp | 1.2 | ||
| Apple Inc | 0.9 | ||
| Amazon Com Inc | 0.7 | ||
| Tesla Motors Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 578 | 90.2 |
| (b) Individuals (high net worth individuals) | 150 | 347.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 22.9 |
| (h) Charitable organizations | 3 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,722 | 461.8 |
| By Discretionary | ||
| Discretionary | 2,722 | 461.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,722 | 461.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 461.8 | |
| Total | 2,722 | 461.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001745945] | |
| D | [0001745945] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Navigate Private Wealth LLC
✚
|
UT | 0.5 |
|
Prism Advisors Inc
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CA | 0.5 |
|
Autopilot Advisers LLC
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NY | 0.5 |
|
Oakwell Private Wealth Management LLC
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TX | 0.5 |
|
Lifemark Securities Corp
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NY | 0.5 |
|
Pinnacle Wealth Advisors Inc
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OR | 0.5 |
|
Synergy Investment Management LLC
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|
FL | 0.5 |
|
Evergreen Wealth Solutions LLC
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|
PA | 0.5 |
|
ACT Wealth Management LLC
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|
TX | 0.5 |
|
van Leeuwen & Associates Inc
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|
KY | 0.5 |