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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| FORM Wealth Advisors LLC
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|---|---|
| CRD # | 326519 |
| SEC # | 801-131059 |
| CIK # | 0002053294 |
| AUM | $932.3 M (2025-03-12) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 262-686-3005 |
| Address | 431 Geneva National Ave S Lake Geneva, WI 53147-4881 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 2.7 | |
| Microsoft Corp | 1.7 | |
| AbbVie Inc | 1.6 | |
| J P Morgan Chase & Co | 1.5 | |
| General Electric Co | 1.5 | |
| McDonalds Corp | 1.2 | |
| International Business Machines Corp | 0.9 | |
| GE Vernova Inc | 0.8 | |
| Exxon Mobil Corp | 0.8 | |
| MGE Energy Inc | 0.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 610 | 342.5 |
| (b) Individuals (high net worth individuals) | 142 | 531.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 51.3 |
| (h) Charitable organizations | 13 | 7.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,617 | 932.3 |
| By Discretionary | ||
| Discretionary | 2,609 | 881.1 |
| Non-Discretionary | 8 | 51.3 |
| Total | 2,617 | 932.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 932.3 | |
| Total | 2,617 | 932.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002053294] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Galloway Asset Management LLC
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|
AZ | 0.9 |
|
Oak Harvest Investment Services LLC
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|
TX | 0.9 |
|
Cooper/Haims Advisors LLC
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|
NY | 0.9 |
|
One Charles Private Wealth Services LLC
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|
MA | 0.9 |
|
Black Coral Financial Advisors LLC
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|
NJ | 0.9 |
|
KFG Wealth Management LLC
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|
IN | 0.9 |
|
Insight Wealth Strategies LLC
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|
CA | 0.9 |
|
The Financial Consulate Inc
✚
|
MD | 0.9 |
|
Lafleur & Godfrey LLC
✚
|
MI | 0.9 |
|
Coyle Financial Counsel LLC
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|
IL | 0.9 |