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| Happy Holidays!! thanks for using AUM13F!! |
| Downing Street Wealth Management LLC
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|---|---|
| CRD # | 152983 |
| SEC # | 801-131457 |
| CIK # | |
| AUM | $158.3 M (2025-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 720-360-0886 |
| Address | 6021 S Syracuse Way Greenwood Village, CO 80111 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 32.3 |
| (b) Individuals (high net worth individuals) | 59 | 126.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 567 | 158.3 |
| By Discretionary | ||
| Discretionary | 557 | 156.4 |
| Non-Discretionary | 10 | 1.9 |
| Total | 567 | 158.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 156.7 | |
| Total | 567 | 158.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oceanside Advisors LLC
✚
|
SC | 0.2 |
|
Networth Advisors LLC
✚
|
PA | 0.2 |
|
High Plains Investment Advisors Inc
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|
TX | 0.2 |
|
360 Financial Partners LLC
✚
|
SC | 0.2 |
|
Elysium Wealth Management LLC
✚
|
UT | 0.2 |
|
Davis Wealth Advisors LLC
✚
|
NH | 0.2 |
|
APS Management Group Inc
✚
|
CA | 0.2 |
|
Lesa Sroufe & Company Inc
✚
|
WA | 0.2 |
|
Integra Financial Inc
✚
|
CO | 0.2 |
|
Littlejohn Financial Services Inc
✚
|
OR | 0.2 |