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| Happy Holidays!! thanks for using AUM13F!! |
| Constitution Wealth LLC
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| CRD # | 313916 |
| SEC # | 801-122652 |
| CIK # | |
| AUM | $53.5 M (2025-07-11) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 866-463-1776 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 23.5 |
| (b) Individuals (high net worth individuals) | 9 | 28.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 277 | 53.5 |
| By Discretionary | ||
| Discretionary | 277 | 53.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 277 | 53.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 53.5 | |
| Total | 277 | 53.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Morrison Fiduciary Advisors Inc
✚
|
0.1 | |
|
Esoterica Capital LLC
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0.1 | |
|
Highland Consulting Associates International Inc
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OH | 0.1 |
|
Hudson View Advisors LLC
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NY | 0.1 |
|
NorthStar Financial Advisors LLC
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|
0.1 | |
|
Clarion Call Capital LLC
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|
NY | 0.1 |
|
Radiant Global Investors LLC
✚
|
0.1 | |
|
Paulo Financial Advisors LLC
✚
|
0.1 | |
|
Atrato Asset Management LLC
✚
|
WA | 0.1 |
|
Ossia Investment Management LLC
✚
|
FL | 0.1 |