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| Center for Asset Management LLC
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|
|---|---|
| CRD # | 147981 |
| SEC # | 801-117438 |
| CIK # | 0001844878 |
| AUM | $257.1 M (2026-03-17) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 561-625-0900 |
| Address | 3399 PGA Boulevard, Ste 320 Palm Beach Gardens, FL 33410 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.6 | ||
| Apple Inc | 4.0 | ||
| Nvidia Corp | 3.8 | ||
| Alphabet Inc | 2.9 | ||
| Broadcom Inc | 2.6 | ||
| FPL Group Inc | 2.3 | ||
| Facebook Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 55.1 |
| (b) Individuals (high net worth individuals) | 84 | 199.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 939 | 257.1 |
| By Discretionary | ||
| Discretionary | 939 | 257.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 939 | 257.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 256.5 | |
| Total | 939 | 257.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844878] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Welch Investment Group LLC
✚
|
OR | 0.3 |
|
Myecfo LLC
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|
0.3 | |
|
Newport Wealth Advisors Inc
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CA | 0.3 |
|
Sage Stone Wealth Management LLC
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|
CA | 0.3 |
|
OUR Wealth Guides Inc
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CA | 0.3 |
|
Clarity Asset Management Inc
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IA | 0.3 |
|
Entelechy LLC
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|
0.3 | |
|
Maguire Investments LLC
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|
PA | 0.3 |
|
Murphy Wealth Management Group Inc
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|
NY | 0.3 |
|
Fenway Financial Advisors LLC
✚
|
VA | 0.2 |