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| Happy Holidays!! thanks for using AUM13F!! |
| Fifth Third Wealth Advisors LLC
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| CRD # | 313015 |
| SEC # | 801-122096 |
| CIK # | 0001899030 |
| AUM | $6.1 B (2025-03-28) |
| Employees | 62 (84% Investors, 0% Brokers) |
| Phone | 513-534-7452 |
| Address | 38 Fountain Square Plaza Cincinnati, OH 45263 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| 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] | 3.9 | |
| RE | Pine Crest MAP 2009 LLC | [2012-03-30] | 9.3 | 4.6 |
| PE | Pine Crest Partners II LLC | [2012-03-30] | 18.6 | 0.2 |
| PE | Pine Crest Partners I LLC | [2012-03-30] | 14.1 | 0.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 863 | 0.3 |
| (b) Individuals (high net worth individuals) | 396 | 2.0 |
| (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 | 4 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 21 | 0.9 |
| (i) State or municipal government entities | 24 | 0.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,333 | 6.1 |
| By Discretionary | ||
| Discretionary | 1,333 | 6.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,333 | 6.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.1 | |
| Total | 1,333 | 6.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Alan Cole | 23 | ||
| Christopher Engelman | 17 | ||
| Joel Jastromb | 16 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001899030] |
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OH | 2.0 |
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Post Road Group LLC
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CT | 1.9 |
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Provenio Capital Management LLC
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CA | 1.6 |