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| Happy Holidays!! thanks for using AUM13F!! |
| Bensler LLC
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| CRD # | 310849 |
| SEC # | 801-119764 |
| CIK # | 0001965941 |
| AUM | $1.6 B (2025-03-25) |
| Employees | 41 (66% Investors, 61% Brokers) |
| Phone | 425-452-1222 |
| Address | 10900 NE 8th Street Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001965941 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 54.0 | ||
| Nvidia Corp | 44.2 | ||
| Apple Inc | 29.2 | ||
| Netflix Inc | 24.4 | ||
| Alphabet Inc | 19.9 | ||
| Progressive Corp/Oh/ | 18.3 | ||
| Calamos Strategic Total Return Fund | 18.1 | ||
| KLA Tencor Corp | 18.1 | ||
| Vistra Energy Corp | 15.8 | ||
| Cintas Corp | 14.8 | ||
| Amazon Com Inc | 14.1 | ||
| Lilly Eli & Co | 14.0 | ||
| Palo Alto Networks Inc | 13.0 | ||
| MercadoLibre Inc | 11.9 | ||
| Liberty All Star Equity Fund | 11.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,110 | 252.5 |
| (b) Individuals (high net worth individuals) | 991 | 1,147.3 |
| (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 | 22 | 189.0 |
| (h) Charitable organizations | 9 | 13.4 |
| (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 | 35 | 35.4 |
| (n) Other | 0 | 0.0 |
| Total | 3,472 | 1,637.6 |
| By Discretionary | ||
| Discretionary | 3,472 | 1,637.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,472 | 1,637.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,637.6 | |
| Total | 3,472 | 1,637.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965941] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Twelve Points Wealth Management LLC
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|
MA | 1.7 |
|
Impact Partnership Wealth LLC
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|
GA | 1.7 |
|
Greenwood Capital Associates LLC
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SC | 1.7 |
|
Retirement Management Systems Inc
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|
MD | 1.7 |
|
Midwestern Securities Trading Company LLC
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|
IL | 1.6 |
|
Meyers Wealth Management LLC
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|
OH | 1.6 |
|
Berman McAleer LLC
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|
MD | 1.6 |
|
IAG Wealth Partners LLC
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|
WI | 1.6 |
|
Beese Fulmer Investment Management Inc
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|
OH | 1.6 |
|
Quest Investment Management LLC
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|
OR | 1.6 |