AUA Private Wealth Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
AUA Private Wealth Advisors LLC
CRD #323621
SEC #801-126972
CIK #
AUM
Employees 8 (38% Investors, 0% Brokers)
Phone484-965-0991
AddressFour Tower Bridge, 200 Barr Harbor Drive,
West Conshohocken, PA 19428
Source [IAPD]
Total AUM ($M)
1108866442202009201420192025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 3 39.6
(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 1 18.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 24 40.3
(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 71 98.2
By Discretionary
Discretionary 71 98.2
Non-Discretionary 0 0.0
Total 71 98.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 98.2
Total 71 98.2
Firm Profile (Form ADV)
ServesInstitutional, Retail
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com