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| Happy Holidays!! thanks for using AUM13F!! |
| CDKV Holdings LLC
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|---|---|
| CRD # | 299856 |
| SEC # | 801-120361 |
| CIK # | |
| AUM | $151.8 M (2025-02-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 720-730-2550 |
| Address | 50 S Steele Street, Suite 501 Denver, CO 80209 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 20.5 |
| (b) Individuals (high net worth individuals) | 54 | 126.5 |
| (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 | 4.9 |
| (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 | 303 | 151.8 |
| By Discretionary | ||
| Discretionary | 290 | 151.4 |
| Non-Discretionary | 13 | 0.4 |
| Total | 303 | 151.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.8 | |
| Total | 303 | 151.8 |
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|---|---|---|
|
Zynergy Retirement Planning
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NJ | 0.2 |
|
St Nicholas Private Asset Management Inc
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FL | 0.2 |
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EHB Financial Resources Management Inc
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White WING Wealth Management LLC
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TX | 0.2 |
|
Levatus LLC
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|
FIG Financial Advisory Services Inc
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OK | 0.2 |
|
RCW Management LLC
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|
FL | 0.2 |
|
Independent Wealth Advisors LLC
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|
NC | 0.2 |
|
Aznar Financial Advisors LLC
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|
0.2 | |
|
Greenbelt Investment Advisors LLC
✚
|
TX | 0.2 |