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⚲
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| Cahill Wealth Management LLC
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|
|
|---|---|
| CRD # | 134508 |
| SEC # | 801-64009 |
| CIK # | 0001927960 |
| AUM | $321.1 MM (2023-03-17) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 269-321-6600 |
| Address | 5831 Oakland Drive Portage, MI 49024 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.1 | |
| XPEL | 1,281.2 | 1.8 | |
| CLPT | 212.8 | 1.4 | |
| SYK | 74,798.9 | 1.3 | |
| MA | 309,583.1 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 24.4 |
| (b) Individuals (high net worth individuals) | 82 | 296.7 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 925 | 321.1 |
| By Discretionary | ||
| Discretionary | 925 | 321.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 925 | 321.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 321.1 | |
| Total | 925 | 321.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001927960] |
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|---|---|---|
|
Columbus Investment Advisory Inc
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|
OH | 0.3 |
|
Aull & Monroe Investment Management Corp
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AL | 0.3 |
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OR | 0.3 |
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Keating Investment Counselors Inc
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FL | 0.3 |
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Johnson & White Wealth Management LLC
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Googins Advisors Inc
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WI | 0.3 |
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Crowley Wealth Management Inc
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DE | 0.3 |
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Newman & Schimel LLC
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IL | 0.3 |
|
Narus Financial Partners LLC
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UT | 0.3 |
|
Montgomery Investment Management Inc
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|
MD | 0.3 |