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| Code Waechter LLC
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|---|---|
| CRD # | 289372 |
| SEC # | 801-119308 |
| CIK # | 0002039212 |
| AUM | 409.0 M (2026-01-26) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 813-287-8775 |
| Address | 4890 W Kennedy Blvd Tampa, FL 33609 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.2 | ||
| Microsoft Corp | 1.9 | ||
| Nvidia Corp | 1.7 | ||
| Total Sa | 1.2 | ||
| Broadcom Inc | 1.2 | ||
| British American Tobacco PLC | 1.2 | ||
| AbbVie Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 56.8 |
| (b) Individuals (high net worth individuals) | 133 | 349.6 |
| (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 | 1 | 2.5 |
| (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 | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,168 | 409.0 |
| By Discretionary | ||
| Discretionary | 1,168 | 409.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,168 | 409.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 408.9 | |
| Total | 1,168 | 409.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002039212] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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