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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cauble & Harre Wealth Management Inc
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|---|---|
| CRD # | 143812 |
| SEC # | 801-70042 |
| CIK # | |
| AUM | $255.1 M (2025-04-23) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 314-576-1112 |
| Address | 12977 North 40 Drive St Louis, MO 63141 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 22.8 |
| (b) Individuals (high net worth individuals) | 70 | 226.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 416 | 255.1 |
| By Discretionary | ||
| Discretionary | 416 | 255.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 416 | 255.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 255.1 | |
| Total | 416 | 255.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RWQ Financial Management Services Inc
✚
|
0.3 | |
|
FIG Wealth LLC
✚
|
CA | 0.3 |
|
Wela Strategies Inc
✚
|
GA | 0.3 |
|
Birchcreek Wealth Management LLC
✚
|
OH | 0.3 |
|
BURK Holdings LLC
✚
|
OK | 0.3 |
|
Summit Investment Advisors Inc
✚
|
MD | 0.3 |
|
American Capital Advisory LLC
✚
|
ID | 0.3 |
|
Fox Financial Inc
✚
|
PA | 0.3 |
|
Mendota Financial Group LLC
✚
|
WI | 0.3 |
|
Palatine Hill LLC
✚
|
MI | 0.3 |