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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Choice Wealth Advisors LLC
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|---|---|
| CRD # | 297745 |
| SEC # | 801-113869 |
| CIK # | 0001842357 |
| AUM | $293.7 M (2025-02-01) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 207-873-0996 |
| Address | 325D Kennedy Memorial Drive Waterville, ME 04901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 7.1 | ||
| Apple Inc | 6.9 | ||
| Nvidia Corp | 3.3 | ||
| Tesla Motors Inc | 1.2 | ||
| State Street Corp | 0.7 | ||
| Griffin Capital Essential Asset REIT II Inc | 0.4 | ||
| United Parcel Service Inc | 0.3 | ||
| General Electric Co | 0.3 | ||
| Royal Dutch Shell PLC | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 539 | 153.1 |
| (b) Individuals (high net worth individuals) | 58 | 131.7 |
| (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 | 4.9 |
| (i) State or municipal government entities | 0 | 3.8 |
| (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 | 1,227 | 293.7 |
| By Discretionary | ||
| Discretionary | 1,227 | 293.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,227 | 293.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 293.6 | |
| Total | 1,227 | 293.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001842357] |
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|---|---|---|
|
Molly B Investment Group LLC
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GA | 0.3 |
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Trail Ridge Investment Advisors LLC
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CO | 0.3 |
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TJT Capital Group LLC
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CT | 0.3 |
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Upstart Wealth Management LLC
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0.3 | |
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AP Wealth Management LLC
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|
Monhegan Capital Management LLC
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0.3 | |
|
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FL | 0.3 |
|
NWM Advisors LLC
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|
CA | 0.3 |
|
Centerline Wealth Advisors LLC
✚
|
KY | 0.3 |
|
Post Resch Tallon Group Inc
✚
|
NY | 0.3 |