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Choice Wealth Advisors LLC
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CRD # | 297745 |
SEC # | 801-113869 |
CIK # | 0001842357 |
AUM | $256.1 MM (2024-06-21) |
Employees | 4 (75% Investors, 75% Brokers) |
Phone | 207-873-0996 |
Address | 325D Kennedy Memorial Drive Waterville, ME 04901 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 7.7 | |
AMZN | 1,092,997.8 | 6.2 | |
NVDA | 399,550.0 | 2.5 | |
TSLA | 723,390.3 | 0.7 | |
STT | 23,675.3 | 0.5 | |
UPS | 157,208.0 | 0.4 | |
PKST | 0.3 | ||
TER | 15,256.1 | 0.3 | |
SHEL | 196,226.7 | 0.2 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 540 | 129.4 |
(b) Individuals (high net worth individuals) | 60 | 118.0 |
(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 | 0.0 |
(h) Charitable organizations | 5 | 4.7 |
(i) State or municipal government entities | 0 | 3.6 |
(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 | 0.4 |
(n) Other | 0 | 0.0 |
Total | 1,235 | 256.1 |
By Discretionary | ||
Discretionary | 1,235 | 256.1 |
Non-Discretionary | 0 | 0.0 |
Total | 1,235 | 256.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.1 | |
United States Persons | 255.9 | |
Total | 1,235 | 256.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001842357] |
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---|---|---|
Global Investment Adviser LC
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FL | 0.3 |
Silver Grove Financial Group Inc
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NY | 0.3 |
M Group Investment Advisor LLC
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FL | 0.3 |
Beacon Financial Strategies Corp
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NC | 0.3 |
Post Resch Tallon Group Inc
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NY | 0.3 |
Hassell Wealth Management LLC
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LA | 0.3 |
Langley Wealth Management LLC
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MS | 0.3 |
UniWealth Advisors Inc
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FL | 0.3 |
Hudson Advisor Services Inc
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NY | 0.3 |
Quarry Hill Advisors LLC
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MN | 0.3 |