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| Keyboard |
| Experience Your Wealth LLC
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|---|---|
| CRD # | 305991 |
| SEC # | 801-136693 |
| CIK # | |
| AUM | 105.3 M (2026-06-15) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 401-227-7881 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 18.6 |
| (b) Individuals (high net worth individuals) | 22 | 86.7 |
| (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 | 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 | 415 | 105.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 415 | 105.3 |
| Total | 415 | 105.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.3 | |
| Total | 415 | 105.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 8 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stage 2 Planning Partners LLC
✚
|
VT | 106.5 M |
|
Thayer Financial LLC
✚
|
NC | 106.4 M |
|
Fiduciary Advisor Advocates LLC
✚
|
106.4 M | |
|
MANA Financial Life Design LLC
✚
|
106.1 M | |
|
Westpoint Wealth Management LLC
✚
|
OH | 106.0 M |
|
Compass Retirement LLC
✚
|
105.1 M | |
|
Vavra Capital Management LLC
✚
|
104.8 M | |
|
Millstone Financial Group Limited Liability Company
✚
|
NJ | 104.4 M |
|
Carter Terry & Company Inc
✚
|
GA | 104.0 M |
|
Prestige Wealth Management LLC
✚
|
CO | 104.0 M |