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| Clay Northam Wealth Management LLC
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|---|---|
| CRD # | 159002 |
| SEC # | 801-110283 |
| CIK # | 0001915687 |
| AUM | 354.9 M (2026-05-15) |
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001915687 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.1 | ||
| Amazon Com Inc | 11.0 | ||
| Alphabet Inc | 10.7 | ||
| Nvidia Corp | 6.3 | ||
| Microsoft Corp | 5.1 | ||
| Tesla Motors Inc | 4.6 | ||
| Facebook Inc | 3.5 | ||
| CrowdStrike Holdings Inc | 3.2 | ||
| Ardelyx Inc | 2.0 | ||
| SPDR Gold Trust | 1.9 | ||
| Digitalocean Holdings Inc | 1.9 | ||
| Palantir Technologies Inc | 1.3 | ||
| Alphabet Inc | 1.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 311 | 91.3 |
| (b) Individuals (high net worth individuals) | 109 | 263.7 |
| (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 | 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 | 1,108 | 354.9 |
| By Discretionary | ||
| Discretionary | 1,108 | 354.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,108 | 354.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 354.4 | |
| Total | 1,108 | 354.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001915687] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lifegoal Investments LLC
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356.0 M | |
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Argyle Capital Management LLC
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PA | 355.7 M |
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Stone Oak Wealth Management LLC
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TX | 355.6 M |
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Griffin Black LLC
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CA | 355.5 M |
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Harrington Investments Incorporated
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CA | 355.2 M |
|
Financial Planning Navigators Corp
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MN | 355.1 M |
|
Bull Harbor Capital LLC
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MD | 354.8 M |
|
WFG Capital Advisors LLC
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AL | 354.8 M |
|
Bridge City Capital LLC
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OR | 354.7 M |
|
Life Planning Partners Inc
✚
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FL | 354.0 M |