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| Happy Holidays!! thanks for using AUM13F!! |
| CA Family Wealth LLC
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| CRD # | 285229 |
| SEC # | 801-110200 |
| CIK # | 0001804673 |
| AUM | $933.0 M (2025-03-24) |
| Employees | 5 (60% Investors, 20% Brokers) |
| Phone | 877-556-5550 |
| Address | 9465 Wilshire Blvd Beverly Hills, CA 90212 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($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 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001804673] |
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Lathrop Investment Management Company
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AR | 0.9 |
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0.9 | |
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Belmont Capital LLC
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NY | 0.9 |
|
Prospera Private Wealth LLC
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OK | 0.9 |
|
Brand Asset Management Group Inc
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|
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|
Frazier Financial Advisors LLC
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OH | 0.9 |