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| Happy Holidays!! thanks for using AUM13F!! |
| EWG Elevate Inc
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|---|---|
| CRD # | 291805 |
| SEC # | 801-113898 |
| CIK # | 0001765278 |
| AUM | $578.4 M (2025-03-11) |
| Employees | 23 (57% Investors, 0% Brokers) |
| Phone | 916-367-4540 |
| Address | 3200 Douglas Blvd Roseville, CA 95661 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001765278 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 4.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 405 | 182.8 |
| (b) Individuals (high net worth individuals) | 198 | 371.2 |
| (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 | 42 | 4.5 |
| (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 | 21 | 19.8 |
| Total | 1,620 | 578.4 |
| By Discretionary | ||
| Discretionary | 1,533 | 558.5 |
| Non-Discretionary | 87 | 19.8 |
| Total | 1,620 | 578.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 578.4 | |
| Total | 1,620 | 578.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001765278] |
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