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| Findec Wealth Services Inc
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|---|---|
| CRD # | 311949 |
| SEC # | 801-120139 |
| CIK # | 0001916066 |
| AUM | $627.9 M (2026-03-23) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 209-957-7413 |
| Address | 1776 W March Lane Stockton, CA 95207 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.1 | ||
| PepsiCo Inc | 0.6 | ||
| Nvidia Corp | 0.5 | ||
| Tesla Motors Inc | 0.3 | ||
| Trovagene Inc | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 306 | 54.6 |
| (b) Individuals (high net worth individuals) | 38 | 65.5 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 238 | 490.2 |
| (h) Charitable organizations | 2 | 1.4 |
| (i) State or municipal government entities | 11 | 15.7 |
| (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 | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 822 | 627.9 |
| By Discretionary | ||
| Discretionary | 822 | 627.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 822 | 627.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 627.9 | |
| Total | 822 | 627.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001916066] |
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|---|---|---|
|
Legacy Wealth Management LLC
✚
|
ID | 0.6 |
|
GEM Asset Management LLC
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MI | 0.6 |
|
Meridian Investment Advisors Inc
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Capshift Advisors LLC
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Aljian Capital Management LLC
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|
Centrica Wealth Management LLC
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Winslow Asset Management Inc
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OH | 0.6 |
|
Butensky & Cohen Financial Security Inc
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|
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|
Wealth Dimensions Family Office Inc
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OH | 0.6 |
|
Rialto Wealth Management LLC
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|
NY | 0.6 |