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| Keyboard |
| Constitution Wealth LLC
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|---|---|
| CRD # | 313916 |
| SEC # | 801-122652 |
| CIK # | |
| AUM | 53.5 M (2025-12-04) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 866-463-1776 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 23.5 |
| (b) Individuals (high net worth individuals) | 9 | 28.8 |
| (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 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 277 | 53.5 |
| By Discretionary | ||
| Discretionary | 277 | 53.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 277 | 53.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 53.5 | |
| Total | 277 | 53.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Groesbeck Investment Management Corp
✚
|
NJ | 54.7 M |
|
Twenty-Five Capital Partners LLC
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|
CA | 54.6 M |
|
Rena Advisors LLC
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NY | 54.5 M |
|
Valorem LLC
✚
|
NY | 54.3 M |
|
Westpark Capital Inc
✚
|
CA | 53.1 M |
|
Sky Vision Wealth Management Corp
✚
|
CA | 52.8 M |
|
Royale Asset Management LLC
✚
|
52.7 M | |
|
Wealthpro LLC
✚
|
52.4 M | |
|
Family Dynasty Advisors LLC
✚
|
TX | 52.3 M |
|
Capital Management Advisors Inc
✚
|
GA | 52.0 M |