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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Eliot Rose Wealth Management LLC
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|---|---|
| CRD # | 120465 |
| SEC # | 801-121354 |
| CIK # | 0001213968 |
| AUM | $152.8 M (2025-03-26) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 401-588-5102 |
| Address | 1300 Division Road West Warwick, RI 02893 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Tapestry Investment Partners LP | 2012-03-31 | 25.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 40.8 |
| (b) Individuals (high net worth individuals) | 40 | 112.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 352 | 152.8 |
| By Discretionary | ||
| Discretionary | 352 | 152.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 352 | 152.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.8 | |
| Total | 352 | 152.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| SC 13G | [0001213968] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Magnolia Financial Planning Services Inc
✚
|
SC | 0.2 |
|
OAC Capital Advisors LLC
✚
|
0.2 | |
|
Miller Global Investments LLC
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TX | 0.2 |
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Traub Capital Management LLC
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MA | 0.2 |
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Covey Capital Advisors LLC
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GA | 0.2 |
|
American Asset Management Inc
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FL | 0.1 |
|
Bannerstone Capital Management LLC
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|
MN | 0.1 |
|
Live Oak Wealth Advisory Group LLC
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TX | 0.1 |
|
Essex Ridge Capital Group LLC
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MO | 0.1 |
|
Blank Equity Management LLC
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NY | 0.1 |