Choice Wealth Advisors LLC

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Assets, Funds, Holdings

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Choice Wealth Advisors LLC
CRD #297745
SEC #801-113869
CIK #0001842357
AUM $256.1 MM (2024-06-21)
Employees 4 (75% Investors, 75% Brokers)
Phone207-873-0996
Address325D Kennedy Memorial Drive
Waterville, ME 04901
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3002401801206002009201420192025
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 ($MM)
2502001501005002020202120232025
AUM Breakdown Accounts AUM ($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
13F-HR [0001842357]
Comparable Firms State AUM ($BB)
Global Investment Adviser LC
FL 0.3
Silver Grove Financial Group Inc
NY 0.3
M Group Investment Advisor LLC
FL 0.3
Beacon Financial Strategies Corp
NC 0.3
Post Resch Tallon Group Inc
NY 0.3
Hassell Wealth Management LLC
LA 0.3
Langley Wealth Management LLC
MS 0.3
UniWealth Advisors Inc
FL 0.3
Hudson Advisor Services Inc
NY 0.3
Quarry Hill Advisors LLC
MN 0.3
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