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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Conceptual Financial Advisors LLC
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| CRD # | 167513 |
| SEC # | 801-123428 |
| CIK # | |
| AUM | $163.6 M (2025-01-13) |
| Employees | 5 (60% Investors, 20% Brokers) |
| Phone | 920-731-9500 |
| Address | 2561 E Calumet St Appleton, WI 54915 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 412 | 66.9 |
| (b) Individuals (high net worth individuals) | 33 | 73.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 22.4 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 713 | 163.6 |
| By Discretionary | ||
| Discretionary | 509 | 122.4 |
| Non-Discretionary | 204 | 41.1 |
| Total | 713 | 163.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 163.6 | |
| Total | 713 | 163.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peterson Rogers Private Wealth LLC
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|
UT | 0.2 |
|
Woloshin Investment Management LLC
✚
|
NJ | 0.2 |
|
Teton Wealth Group LLC
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|
UT | 0.2 |
|
Reflection Asset Management LLC
✚
|
0.2 | |
|
Incompass Financial Partners LLC
✚
|
GA | 0.2 |
|
TT Capital Management LLC
✚
|
0.2 | |
|
Weber Hartmann Vrijhof & Partners Ltd
✚
|
0.2 | |
|
TM Wealth Management LLC
✚
|
VA | 0.2 |
|
Gasaway Investment Advisors Inc
✚
|
MI | 0.2 |
|
JMS Capital Group Wealth Services LLC
✚
|
PA | 0.2 |