|
⚲
|
| Keyboard |
| Fingerlakes Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 149709 |
| SEC # | 801-69987 |
| CIK # | 0001910248 |
| AUM | 285.4 M (2026-04-23) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 607-257-1008 |
| Address | 450 North Aurora Street Ithaca, NY 14850 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.8 | ||
| Microsoft Corp | 3.3 | ||
| Applied Materials Inc /DE | 1.9 | ||
| Lowes Companies Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 477 | 110.7 |
| (b) Individuals (high net worth individuals) | 87 | 165.3 |
| (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 | 19 | 7.3 |
| (h) Charitable organizations | 9 | 1.6 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,328 | 285.4 |
| By Discretionary | ||
| Discretionary | 1,328 | 285.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,328 | 285.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 285.4 | |
| Total | 1,328 | 285.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910248] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Synchronous Wealth Advisors LLC
✚
|
286.1 M | |
|
LotusGroup Advisors LLC
✚
|
CO | 286.0 M |
|
Wesbanco Securities Inc
✚
|
OH | 285.9 M |
|
Gridiron Partners LLC
✚
|
PA | 285.8 M |
|
Omnistar Financial Group Inc
✚
|
NC | 285.7 M |
|
Gold Medal Waters Inc
✚
|
285.6 M | |
|
The Palmer Knight Company
✚
|
FL | 285.4 M |
|
Oaktrust Wealth Advisors LLC
✚
|
285.0 M | |
|
Tencap Wealth Coaching LLC
✚
|
UT | 285.0 M |
|
Capital Financial Planners LLC
✚
|
OR | 284.8 M |