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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Defined Wealth Management LLC
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|---|---|
| CRD # | 306779 |
| SEC # | 801-117859 |
| CIK # | 0001849518 |
| AUM | $220.2 M (2025-03-14) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 503-444-7895 |
| Address | 8625 SW Cascade Ave Beaverton, OR 97008 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 3.3 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Apple Inc | 2.4 | ||
| Microsoft Corp | 2.0 | ||
| Global MOFY Metaverse Ltd | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 19.6 |
| (b) Individuals (high net worth individuals) | 278 | 166.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 16 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 31.9 |
| (n) Other | 0 | 0.0 |
| Total | 506 | 220.2 |
| By Discretionary | ||
| Discretionary | 506 | 220.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 506 | 220.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.2 | |
| Total | 506 | 220.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001849518] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ROI Financial Advisors LLC
✚
|
OR | 0.2 |
|
Capital Wealth Alliance LLC
✚
|
AZ | 0.2 |
|
1492 Capital Management LLC
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WI | 0.2 |
|
Asset Management for Professionals Inc
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|
WI | 0.2 |
|
Walser Wealth Management Company A Limited Liability Company
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|
FL | 0.2 |
|
Banyan Capital Management Inc
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|
GA | 0.2 |
|
Cap Partners LLC
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|
TN | 0.2 |
|
DCM Advisors LLC
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|
NY | 0.2 |
|
Wilkins Miller Wealth Management LLC
✚
|
AL | 0.2 |
|
LRZ Capital LLC
✚
|
FL | 0.2 |