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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Crowley Wealth Management Inc
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| CRD # | 112368 |
| SEC # | 801-29207 |
| CIK # | 0002055836 |
| AUM | $383.4 M (2025-03-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 302-994-4700 |
| Address | 3201B Millcreek Road Wilmington, DE 19808 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.0 | ||
| Microsoft Corp | 5.2 | ||
| Tesla Motors Inc | 5.1 | ||
| Lowes Companies Inc | 5.0 | ||
| J P Morgan Chase & Co | 4.9 | ||
| AbbVie Inc | 4.7 | ||
| Home Depot Inc | 4.1 | ||
| Walt Disney Co | 3.7 | ||
| Stryker Corp | 2.8 | ||
| Amgen Inc | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 226 | 105.1 |
| (b) Individuals (high net worth individuals) | 108 | 278.2 |
| (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 | 1,023 | 383.4 |
| By Discretionary | ||
| Discretionary | 1,023 | 383.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,023 | 383.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 383.4 | |
| Total | 1,023 | 383.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055836] |
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