CA Family Wealth LLC
- Assets, Funds, Holdings
| CA Family Wealth LLC
|
| CRD # | 285229 |
| SEC # | 801-110200 |
| CIK # | 0001804673 |
| AUM |
|
| Employees |
5 (60% Investors, 20% Brokers)
|
| Fees | |
| Minimum |
|
| Phone | 877-556-5550 |
| Address | 9465 Wilshire Blvd
Beverly Hills, CA 90212 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
2
|
1.0 |
| (b) Individuals (high net worth individuals) |
10
|
548.8 |
| (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 |
0 |
0.0 |
| (h) Charitable organizations |
2 |
27.2 |
| (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 |
5 |
356.0 |
| (n) Other |
0 |
0.0 |
| Total |
142 |
933.0 |
| By Discretionary |
| Discretionary |
142 |
933.0 |
| Non-Discretionary |
0 |
0.0 |
| Total |
142 |
933.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
5.5 |
| United States Persons |
|
927.5 |
| Total |
142 |
933.0 |
| Firm Profile (Form ADV) |
| Serves | Institutional, Retail |
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