|
⚲
|
| CODE Waechter LLC
✚
| |
|---|---|
| CRD # | 289372 |
| SEC # | 801-119308 |
| CIK # | |
| AUM | $279.2 MM (2024-03-14) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 813-287-8775 |
| Address | 4830 W Kennedy Blvd Tampa, FL 33609 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 31.0 |
| (b) Individuals (high net worth individuals) | 125 | 244.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 905 | 279.2 |
| By Discretionary | ||
| Discretionary | 905 | 279.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 905 | 279.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 279.0 | |
| Total | 905 | 279.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Brown Benjamin A
✚
|
TX | 0.3 |
|
Montvue Capital Management Inc
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|
VA | 0.3 |
|
Solomon API LLC
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FL | 0.3 |
|
SFM LLC
✚
|
NH | 0.3 |
|
The McHugh Group LLC
✚
|
OH | 0.3 |
|
Vestwell Advisors LLC
✚
|
NY | 0.3 |
|
Bluestem Financial Advisors LLC
✚
|
IL | 0.3 |
|
Reframe Wealth LLC
✚
|
VA | 0.3 |
|
Saltmarsh Financial Advisors LLC
✚
|
FL | 0.3 |
|
Firstmetric LLC
✚
|
MI | 0.3 |