|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Brophy Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 169894 |
| SEC # | 801-78964 |
| CIK # | 0002032097 |
| AUM | $512.6 M (2025-03-27) |
| Employees | 8 (25% Investors, 50% Brokers) |
| Phone | 603-668-2303 |
| Address | 40 South River Road Bedford, NH 03110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 3.2 | ||
| Nvidia Corp | 3.2 | ||
| Apple Inc | 1.9 | ||
| Facebook Inc | 1.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.7 | ||
| Amazon Com Inc | 1.7 | ||
| Broadcom Inc | 1.5 | ||
| Mastercard Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| MercadoLibre Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 94.7 |
| (b) Individuals (high net worth individuals) | 137 | 403.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 10.9 |
| (h) Charitable organizations | 0 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,177 | 512.6 |
| By Discretionary | ||
| Discretionary | 1,177 | 512.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,177 | 512.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 512.6 | |
| Total | 1,177 | 512.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002032097] | |
| 13F-NT | [0002032097] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Richards Merrill & Peterson Inc
✚
|
WA | 0.5 |
|
Long Run Wealth Advisors LLC
✚
|
NY | 0.5 |
|
Modus Advisors LLC
✚
|
MN | 0.5 |
|
The Legacy Financial Group Inc
✚
|
OK | 0.5 |
|
Fairvoy Private Wealth LLC
✚
|
AL | 0.5 |
|
Palisade Investments LLC
✚
|
NV | 0.5 |
|
Tannin Capital LLC
✚
|
NC | 0.5 |
|
Integrity Advisory Solutions LLC
✚
|
TX | 0.5 |
|
Diversified Financial Advisors LLC
✚
|
MO | 0.5 |
|
Greater Midwest Financial Group LLC
✚
|
MN | 0.5 |