|
⚲
|
| Aspetuck Financial Management LLC
✚
|
|
|---|---|
| CRD # | 134500 |
| SEC # | 801-125900 |
| CIK # | 0002048608 |
| AUM | $178.3 M (2026-02-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 203-226-5733 |
| Address | 27A Imperial Ave Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 18.4 | ||
| Alphabet Inc | 5.7 | ||
| Lam Research Corp | 5.4 | ||
| Microsoft Corp | 5.1 | ||
| Apple Inc | 4.5 | ||
| Broadcom Inc | 3.9 | ||
| J P Morgan Chase & Co | 3.3 | ||
| Rambus Inc | 3.3 | ||
| Amazon Com Inc | 3.2 | ||
| Marathon Petroleum Corp | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 20.1 |
| (b) Individuals (high net worth individuals) | 33 | 136.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 17.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 481 | 178.3 |
| By Discretionary | ||
| Discretionary | 481 | 178.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 481 | 178.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 175.2 | |
| Total | 481 | 178.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002048608] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Timmons Wealth Management LLC
✚
|
MA | 0.2 |
|
Dolan Capital Advisors LLC
✚
|
NC | 0.2 |
|
O'Connor Wealth Management Inc
✚
|
CA | 0.2 |
|
Eltringham Wealth Partners LLC
✚
|
OH | 0.2 |
|
Collaborative Portfolio Management LLC
✚
|
KS | 0.2 |
|
Hedges Asset Management LLC
✚
|
0.2 | |
|
Conway Financial Group LLC
✚
|
MO | 0.2 |
|
TDC Capital Advisors Inc
✚
|
TX | 0.2 |
|
Crossgrain Family Investments LLC
✚
|
0.2 | |
|
M Wealth Management LLC
✚
|
CA | 0.2 |