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| Fifth Third Wealth Advisors LLC
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| |
|---|---|
| CRD # | 313015 |
| SEC # | 801-122096 |
| CIK # | 0001899030 |
| AUM | $571.7 MM (2024-07-02) |
| Employees | 47 (79% Investors, 0% Brokers) |
| Phone | 513-534-7452 |
| Address | 38 Fountain Square Plaza Cincinnati, OH 45263 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 54.4 | |
| AAPL | 2,382,844.0 | 51.3 | |
| NVDA | 399,550.0 | 51.0 | |
| AMZN | 1,092,997.8 | 32.5 | |
| GOOGL | 1,475,138.5 | 24.1 | |
| META | 434,852.0 | 16.1 | |
| JPM | 340,169.2 | 15.2 | |
| GOOG | 1,482,566.4 | 12.6 | |
| AVGO | 201,282.9 | 10.6 | |
| XOM | 385,508.3 | 9.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Pine Crest Actis Emerging Markets Fund LLC | [2012-03-30] | 5.0 | 0.1 |
| RE | Pine Crest Global Asset Fund LLC | [2012-03-30] | 3.6 | |
| RE | Pine Crest MAP 2009 LLC | [2012-03-30] | 9.3 | 4.8 |
| PE | Pine Crest Partners II LLC | [2012-03-30] | 18.6 | 0.4 |
| PE | Pine Crest Partners I LLC | [2012-03-30] | 14.1 | 0.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 20.0 |
| (b) Individuals (high net worth individuals) | 196 | 456.5 |
| (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 | 5 | 9.1 |
| (g) Pension and profit sharing plans | 1 | 1.1 |
| (h) Charitable organizations | 2 | 3.0 |
| (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 | 9 | 82.1 |
| (n) Other | 0 | 0.0 |
| Total | 389 | 571.7 |
| By Discretionary | ||
| Discretionary | 389 | 571.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 389 | 571.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 571.7 | |
| Total | 389 | 571.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Alan Cole | 21 | ||
| Christopher Engelman | 16 | ||
| Joel Jastromb | 16 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001899030] |
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Divergent Wealth Advisors LLC
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UT | 0.6 |
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RI | 0.6 |
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PA | 0.6 |
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TX | 0.6 |
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AZ | 0.5 |
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Las Olas Capital Advisors LLC
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FL | 0.4 |
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KY | 0.4 |
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TX | 0.3 |
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ACP Capital Management LLC
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FL | 0.2 |
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Pactolus Private Wealth Management LLC
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VA | 0.2 |