Bluerock Wealth Management LLC
- Assets, Funds, Holdings
| Bluerock Wealth Management LLC
|
|---|
| CRD # | 305670 |
| SEC # | 801-117447 |
| CIK # | |
| AUM |
|
| Employees |
9 (56% Investors, 0% Brokers)
|
| Phone | 678-527-2800 |
| Address | 3650 Mansell Road, Suite 400
Alpharetta, GA 30022 |
| Source |
[IAPD]
[Website] [LinkedIn]
|
|
Total AUM ($MM)
|
|---|
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
|---|
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
164
|
69.2 |
| (b) Individuals (high net worth individuals) |
176
|
493.9 |
| (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 |
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 |
9 |
13.1 |
| (n) Other |
0 |
0.0 |
| Total |
1,633 |
576.2 |
| By Discretionary |
| Discretionary |
1,633 |
576.2 |
| Non-Discretionary |
0 |
0.0 |
| Total |
1,633 |
576.2 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
576.2 |
| Total |
1,633 |
576.2 |
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