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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cahill Wealth Management LLC
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|---|---|
| CRD # | 134508 |
| SEC # | 801-64009 |
| CIK # | 0001927960 |
| AUM | $442.1 M (2025-02-06) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 269-321-6600 |
| Address | 5831 Oakland Drive Portage, MI 49024 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.2 | ||
| MRI Interventions Inc | 2.9 | ||
| Mastercard Inc | 1.1 | ||
| Stryker Corp | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 16.2 |
| (b) Individuals (high net worth individuals) | 109 | 425.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,064 | 442.1 |
| By Discretionary | ||
| Discretionary | 1,064 | 442.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,064 | 442.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 442.1 | |
| Total | 1,064 | 442.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001927960] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Worley Erhart-Graves Financial Advisors Inc
✚
|
IN | 0.4 |
|
Hendley & Co Inc
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OH | 0.4 |
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Pine Harbor Wealth Management LLC
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VA | 0.4 |
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Compass Financial Advisory Services LLC
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FL | 0.4 |
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Orion Investment Co
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|
MO | 0.4 |
|
Pathway Financial Advisers LLC
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|
IN | 0.4 |
|
Bemanaged Financial Services Inc
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|
MI | 0.4 |
|
McCollum Christoferson Group LLC
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|
NY | 0.4 |
|
WFA Asset Management Corp
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|
WI | 0.4 |
|
Lefavi Wealth Management Inc
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|
UT | 0.4 |