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| Choice Wealth Advisors LLC
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|
|---|---|
| CRD # | 297745 |
| SEC # | 801-113869 |
| CIK # | 0001842357 |
| AUM | $220.4 MM (2023-03-15) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 207-873-0996 |
| Address | 325D Kennedy Memorial Drive Waterville, ME 04901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 4.7 | |
| AMZN | 1,092,997.8 | 3.7 | |
| UPS | 157,208.0 | 0.6 | |
| TSLA | 723,390.3 | 0.5 | |
| NVDA | 399,550.0 | 0.5 | |
| STT | 23,675.3 | 0.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 541 | 118.6 |
| (b) Individuals (high net worth individuals) | 54 | 93.7 |
| (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 | 4.5 |
| (i) State or municipal government entities | 0 | 3.2 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,219 | 220.4 |
| By Discretionary | ||
| Discretionary | 1,219 | 220.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,219 | 220.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 220.3 | |
| Total | 1,219 | 220.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001842357] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kirkwood Financial Services LLC
✚
|
TX | 0.2 |
|
Value Aligned Research Advisors LLC
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|
NJ | 0.2 |
|
Asset Management Resources LLC
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MA | 0.2 |
|
Wallace Advisory Group LLC
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CA | 0.2 |
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Rubicon Wealth Management LLC
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PA | 0.2 |
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Sage Financial Advisors LLC
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NV | 0.2 |
|
Wealth Advisors Network Inc
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NE | 0.2 |
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Livelife Capital Partners LLC
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MA | 0.2 |
|
Enright Mollin Cascio & Ramusevic Inc
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NY | 0.2 |
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Beacon Investment Advisors LLC
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|
MD | 0.2 |