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| Happy Holidays!! thanks for using AUM13F!! |
| Aveo Capital Partners LLC
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|---|---|
| CRD # | 157728 |
| SEC # | 801-72359 |
| CIK # | 0001576584 |
| AUM | $1.6 B (2025-04-08) |
| Employees | 27 (78% Investors, 15% Brokers) |
| Phone | 303-552-0945 |
| Address | 9635 Maroon Circle Englewood, CO 80112 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 14.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 965 | 366.1 |
| (b) Individuals (high net worth individuals) | 446 | 1,023.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 65 | 187.0 |
| (h) Charitable organizations | 11 | 13.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 46.8 |
| (n) Other | 0 | 0.0 |
| Total | 4,410 | 1,636.8 |
| By Discretionary | ||
| Discretionary | 4,345 | 1,449.8 |
| Non-Discretionary | 65 | 187.0 |
| Total | 4,410 | 1,636.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 1,636.2 | |
| Total | 4,410 | 1,636.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001576584] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Aveo Capital Partners LLC
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|
CO | 1.6 |
|
Blue Sky Asset Management LLC
✚
|
CO | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nottingham Advisors Inc
✚
|
NY | 1.7 |
|
Hudson Valley Investment Advisors Inc
✚
|
NY | 1.7 |
|
SLK Private Wealth Management LLC
✚
|
CA | 1.6 |
|
Kanawha Capital Management LLC
✚
|
VA | 1.6 |
|
Cahaba Wealth Management Inc
✚
|
GA | 1.6 |
|
Mosaic Family Wealth Partners LLC
✚
|
MO | 1.6 |
|
Althum Advisors LLC
✚
|
FL | 1.6 |
|
Linden Thomas Advisory Services LLC
✚
|
NC | 1.6 |
|
Tom Johnson Investment Management LLC
✚
|
OK | 1.6 |
|
GFI Investment Counsel Ltd
✚
|
1.6 |