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| Happy Holidays!! thanks for using AUM13F!! |
| Focused Wealth Management Inc
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| CRD # | 154828 |
| SEC # | 801-71860 |
| CIK # | 0001586052 |
| AUM | $1.9 B (2025-07-18) |
| Employees | 19 (68% Investors, 53% Brokers) |
| Phone | 845-691-4035 |
| Address | 11 Balmville Rd Newburgh, NY 12550-1911 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001586052 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.9 | ||
| BlackRock Taxable Municipal Bond Trust | 10.7 | ||
| Amazon Com Inc | 7.9 | ||
| Nvidia Corp | 7.8 | ||
| Facebook Inc | 7.8 | ||
| Alphabet Inc | 7.6 | ||
| Tesla Motors Inc | 7.5 | ||
| Blackstone Group LP | 7.4 | ||
| Bank of America Corp /DE/ | 6.7 | ||
| Microsoft Corp | 5.8 | ||
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 4.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,751 | 387.3 |
| (b) Individuals (high net worth individuals) | 243 | 634.4 |
| (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 | 94 | 501.4 |
| (h) Charitable organizations | 5 | 8.2 |
| (i) State or municipal government entities | 4 | 8.6 |
| (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 | 20 | 351.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,215 | 1,890.9 |
| By Discretionary | ||
| Discretionary | 5,213 | 1,600.8 |
| Non-Discretionary | 2 | 290.1 |
| Total | 5,215 | 1,890.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 1,890.5 | |
| Total | 5,215 | 1,890.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001586052] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Wealth Alliance LLC
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|
NY | 1.9 |
|
Claret Asset Management Corp
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|
1.9 | |
|
Beaird Harris Wealth Management LLC
✚
|
TX | 1.9 |
|
J Stern & Co LLP
✚
|
1.9 | |
|
Perennial Investment Advisors LLC
✚
|
CA | 1.9 |
|
CornerStone Management Inc
✚
|
GA | 1.9 |
|
Well Done LLC
✚
|
MI | 1.9 |
|
DT Investment Partners LLC
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|
PA | 1.9 |
|
Heartland Advisors Inc
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|
WI | 1.9 |
|
Human Investing LLC
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|
OR | 1.9 |