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| Chico Wealth RIA Inc
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|---|---|
| CRD # | 162562 |
| SEC # | 801-107763 |
| CIK # | 0001926037 |
| AUM | 492.0 M (2026-03-18) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 530-564-0960 |
| Address | 555 Main Street Chico, CA 95928 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| KLA Tencor Corp | 4.5 | ||
| Trico Bancshares / | 2.1 | ||
| Lulu's Fashion Lounge Holdings Inc | 1.8 | ||
| Apple Inc | 1.6 | ||
| SPDR Gold Trust | 1.5 | ||
| IRIS Energy Ltd | 1.0 | ||
| Alphabet Inc | 0.8 | ||
| Caterpillar Inc | 0.8 | ||
| Valero Energy Corp/Tx | 0.8 | ||
| Facebook Inc | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 100 | 412.3 |
| (c) Banking or thrift institutions | 112 | 54.4 |
| (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 | 46 | 24.5 |
| (h) Charitable organizations | 8 | 0.8 |
| (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 | 846 | 492.0 |
| By Discretionary | ||
| Discretionary | 846 | 492.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 846 | 492.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 492.0 | |
| Total | 846 | 492.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001926037] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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