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| Happy Holidays!! thanks for using AUM13F!! |
| Efficient Advisors LLC
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| CRD # | 150144 |
| SEC # | 801-70110 |
| CIK # | 0001542164 |
| AUM | $2.8 B (2025-07-14) |
| Employees | 26 (31% Investors, 0% Brokers) |
| Phone | 267-613-6250 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,814 | 1.6 |
| (b) Individuals (high net worth individuals) | 498 | 0.9 |
| (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 | 257 | 0.3 |
| (h) Charitable organizations | 2 | 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 | 8 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17,312 | 2.8 |
| By Discretionary | ||
| Discretionary | 16,374 | 2.6 |
| Non-Discretionary | 938 | 0.2 |
| Total | 17,312 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 17,312 | 2.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001542164] |
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|---|---|---|
|
Nuance Investments LLC
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MO | 2.8 |
|
Valley Forge Investment Consultants Inc
✚
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PA | 2.8 |
|
Globalt Investments LLC
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GA | 2.8 |
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Chesley Taft & Associates LLC
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IL | 2.8 |
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The Renaissance Group LLC
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KY | 2.8 |
|
Leeward Investments LLC
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MA | 2.8 |
|
Vernal Point Advisors LLC
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CA | 2.7 |
|
Vista Capital Partners Inc
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|
OR | 2.7 |
|
Aristotle Capital Boston LLC
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|
MA | 2.7 |
|
Nutter Investment Advisors Limited Partnership
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MA | 2.7 |