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| Engrave Wealth Partners LLC
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|---|---|
| CRD # | 289344 |
| SEC # | 801-111073 |
| CIK # | 0001806222 |
| AUM | $664.4 MM (2023-03-25) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 281-616-5935 |
| Address | 1725 Hughes Landing Blvd The Woodlands, TX 77381 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| XOM | 385,508.3 | 50.3 | |
| CEF | 10.9 | ||
| CVX | 294,604.1 | 9.6 | |
| JNJ | 465,600.2 | 4.1 | |
| AAPL | 2,382,844.0 | 3.9 | |
| AMZN | 1,092,997.8 | 1.7 | |
| DJP | 1.5 | ||
| MSFT | 1,918,222.4 | 1.3 | |
| NOC | 72,230.4 | 1.0 | |
| CSX | 63,357.9 | 0.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 579.9 |
| (b) Individuals (high net worth individuals) | 201 | 84.5 |
| (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 | 1,215 | 664.4 |
| By Discretionary | ||
| Discretionary | 1,215 | 664.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,215 | 664.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 664.4 | |
| Total | 1,215 | 664.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001806222] |
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|---|---|---|
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