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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fingerlakes Wealth Management Inc
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|---|---|
| CRD # | 149709 |
| SEC # | 801-69987 |
| CIK # | 0001910248 |
| AUM | $231.6 M (2025-03-14) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 607-257-1008 |
| Address | 450 North Aurora Street Ithaca, NY 14850 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.7 | ||
| Microsoft Corp | 2.5 | ||
| Lowes Companies Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 452 | 87.7 |
| (b) Individuals (high net worth individuals) | 95 | 138.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 4.6 |
| (h) Charitable organizations | 5 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,289 | 231.6 |
| By Discretionary | ||
| Discretionary | 1,289 | 231.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,289 | 231.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.6 | |
| Total | 1,289 | 231.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910248] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Timecapital Investor Advisory Services Inc
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|
NY | 0.2 |
|
M&B Investment Advisors LLC
✚
|
OH | 0.2 |
|
Capital Financial Advisors of New York LLC
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|
NY | 0.2 |
|
Integras Partners LLC
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|
GA | 0.2 |
|
Impactfolio LLC
✚
|
CO | 0.2 |
|
Fisher & Wiens Wealth Management LLC
✚
|
CA | 0.2 |
|
Vermillion & White Wealth Management Group LLC
✚
|
PA | 0.2 |
|
TABR Capital Management LLC
✚
|
CA | 0.2 |
|
Global Wealth Management LLC
✚
|
NJ | 0.2 |
|
DB & C Advisors LLC
✚
|
MI | 0.2 |