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| EWG Elevate Inc
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|
|---|---|
| CRD # | 291805 |
| SEC # | 801-113898 |
| CIK # | 0001765278 |
| AUM | $464.8 MM (2023-03-20) |
| Employees | 27 (100% Investors, 0% Brokers) |
| Phone | 916-367-4540 |
| Address | 1075 Creekside Ridge Drive Roseville, CA 95678 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 13.1 | ||
| IRM | 14,284.0 | 6.9 | |
| AMZN | 1,092,997.8 | 6.9 | |
| WPC | 16,425.3 | 6.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 909 | 97.0 |
| (b) Individuals (high net worth individuals) | 469 | 313.7 |
| (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 | 41 | 4.5 |
| (g) Pension and profit sharing plans | 2 | 1.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 2.1 |
| (k) Insurance companies | 24 | 7.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 15 | 38.4 |
| Total | 1,378 | 464.8 |
| By Discretionary | ||
| Discretionary | 1,297 | 441.4 |
| Non-Discretionary | 81 | 23.4 |
| Total | 1,378 | 464.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 464.8 | |
| Total | 1,378 | 464.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001765278] |
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|---|---|---|
|
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TX | 0.5 |
|
Autumn Glory Partners LLC
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TX | 0.5 |
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Clearbrook Investment Consulting LLC
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CT | 0.5 |
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EagleClaw Capital Management LLC
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CORA Capital Advisors LLC
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Skinner Copper & Ehmen Wealth Management LLC
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IL | 0.5 |
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Prestige Wealth Management Group LLC
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|
MMA Asset Management LLC
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PA | 0.5 |