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| Happy Holidays!! thanks for using AUM13F!! |
| Chico Wealth RIA Inc
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| CRD # | 162562 |
| SEC # | 801-107763 |
| CIK # | 0001926037 |
| AUM | $462.2 M (2025-02-18) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 530-564-0960 |
| Address | 555 Main Street Chico, CA 95928 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| KLA Tencor Corp | 2.7 | ||
| Trico Bancshares / | 1.8 | ||
| Apple Inc | 1.1 | ||
| Microsoft Corp | 1.1 | ||
| SPDR Gold Trust | 1.1 | ||
| Facebook Inc | 0.9 | ||
| Alphabet Inc | 0.5 | ||
| Nvidia Corp | 0.5 | ||
| PG&E Corp | 0.4 | ||
| Amazon Com Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 191 | 168.1 |
| (b) Individuals (high net worth individuals) | 19 | 239.9 |
| (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 | 34 | 29.3 |
| (h) Charitable organizations | 8 | 0.5 |
| (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 | 29 | 24.4 |
| (n) Other | 0 | 0.0 |
| Total | 806 | 462.2 |
| By Discretionary | ||
| Discretionary | 806 | 462.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 806 | 462.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 462.2 | |
| Total | 806 | 462.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001926037] |
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