|
⚲
|
| Keyboard |
| FWG Holdings LLC
✚
|
|
|---|---|
| CRD # | 308968 |
| SEC # | 801-118769 |
| CIK # | 0001862067 |
| AUM | 439.1 M (2026-03-30) |
| Employees | 14 (36% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 407-999-8998 |
| Address | 1099 W Morse Blvd Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.5 | ||
| Apple Inc | 4.2 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Amazon Com Inc | 3.0 | ||
| Microsoft Corp | 2.8 | ||
| Caterpillar Inc | 2.3 | ||
| Palantir Technologies Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 264 | 76.9 |
| (b) Individuals (high net worth individuals) | 107 | 354.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.2 |
| (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 | 13 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,102 | 439.1 |
| By Discretionary | ||
| Discretionary | 1,102 | 439.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,102 | 439.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 439.1 | |
| Total | 1,102 | 439.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001862067] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 9 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tower Wealth Partners Inc
✚
|
PA | 440.4 M |
|
Investment Management Consultants
✚
|
NV | 440.3 M |
|
Burford Brothers Inc
✚
|
TX | 440.2 M |
|
Vantus Wealth LLC
✚
|
PA | 439.8 M |
|
The Moorings Group LLC
✚
|
439.6 M | |
|
Biltmore Wealth Management LLC
✚
|
AZ | 439.6 M |
|
Branson Fowlkes & Co Inc
✚
|
TX | 439.4 M |
|
Osterweis Capital Management Inc
✚
|
CA | 439.4 M |
|
Storen Legacy Partners LLC
✚
|
IN | 438.3 M |
|
Schulz Wealth Ltd
✚
|
TX | 438.1 M |