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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| BWM Planning LLC
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|---|---|
| CRD # | 304855 |
| SEC # | 801-127789 |
| CIK # | 0002039698 |
| AUM | $295.8 M (2025-07-25) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 281-377-3170 |
| Address | 8111 Ashlane Way The Woodlands, TX 77382 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.0 | ||
| Wells Fargo & Co/MN | 4.9 | ||
| Exxon Mobil Corp | 3.4 | ||
| Home Depot Inc | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 12.0 |
| (b) Individuals (high net worth individuals) | 45 | 182.3 |
| (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 | 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 | 0 | 101.4 |
| (n) Other | 0 | 0.0 |
| Total | 278 | 295.8 |
| By Discretionary | ||
| Discretionary | 251 | 244.9 |
| Non-Discretionary | 27 | 50.9 |
| Total | 278 | 295.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 295.8 | |
| Total | 278 | 295.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002039698] |
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✚
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