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| Constitution Wealth LLC
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| |
|---|---|
| CRD # | 313916 |
| SEC # | 801-122652 |
| CIK # | |
| AUM | $22.9 MM (2024-08-08) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 866-463-1776 |
| Address | 17179 Verdigris Valley Road Ramona, CA 92065 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 11.5 |
| (b) Individuals (high net worth individuals) | 6 | 11.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 138 | 22.9 |
| By Discretionary | ||
| Discretionary | 138 | 22.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 138 | 22.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 22.9 | |
| Total | 138 | 22.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Select Investment Solutions LLC
✚
|
DC | 0.0 |
|
Azura Partners US LLC
✚
|
NY | 0.0 |
|
J Stern & Co LLC
✚
|
NY | 0.0 |
|
American Northwest Advisory Services LLC
✚
|
WA | 0.0 |
|
Sentinel Capital Solutions Inc
✚
|
MD | 0.0 |
|
Zinvest Financial Service LLC
✚
|
FL | 0.0 |
|
Veridien Global Investors LLC
✚
|
CT | 0.0 |
|
Cardea Capital Group Inc
✚
|
GA | 0.0 |
|
AISA Financial Planning Ltd
✚
|
0.0 | |
|
Stonehurst Management LLC
✚
|
NY | 0.0 |