|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Clay Northam Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 159002 |
| SEC # | 801-110283 |
| CIK # | 0001915687 |
| AUM | $301.6 M (2025-02-16) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 562-431-9988 |
| Address | 16400 Pacific Coast Highway Huntington Beach, CA 92649 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 11.6 | ||
| Apple Inc | 11.3 | ||
| Microsoft Corp | 7.1 | ||
| Alphabet Inc | 6.8 | ||
| Nvidia Corp | 5.3 | ||
| Facebook Inc | 4.5 | ||
| Tesla Motors Inc | 4.1 | ||
| CrowdStrike Holdings Inc | 4.0 | ||
| Palantir Technologies Inc | 1.8 | ||
| Ardelyx Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 292 | 81.2 |
| (b) Individuals (high net worth individuals) | 98 | 220.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,089 | 301.6 |
| By Discretionary | ||
| Discretionary | 1,089 | 301.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,089 | 301.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 301.1 | |
| Total | 1,089 | 301.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001915687] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JPS Financial LLC
✚
|
OH | 0.3 |
|
Watershed Private Wealth LLC
✚
|
IL | 0.3 |
|
Crestmont Private Wealth LLC
✚
|
TX | 0.3 |
|
Old Bridge Capital Management Private Limited
✚
|
0.3 | |
|
Green Ridge Wealth Planning LLC
✚
|
NJ | 0.3 |
|
USA Financial Securities LLC
✚
|
MI | 0.3 |
|
Fai Advisors Inc
✚
|
MI | 0.3 |
|
Hamilton Capital Partners LLC
✚
|
GA | 0.3 |
|
Mendel Money Management Inc
✚
|
IL | 0.3 |
|
Seros Financial LLC
✚
|
AZ | 0.3 |