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| Gilliland Jeter Wealth Management LLC
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| CRD # | 324403 |
| SEC # | 801-127199 |
| CIK # | 0002009886 |
| AUM | 569.1 M (2026-02-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 501-902-4951 |
| Address | 5619 R Street Little Rock, AR 72207 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002009886 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.3 | ||
| Nvidia Corp | 26.1 | ||
| Wal Mart Stores Inc | 14.3 | ||
| Amazon Com Inc | 9.2 | ||
| Caterpillar Inc | 8.6 | ||
| AT&T Inc | 8.2 | ||
| Microsoft Corp | 7.2 | ||
| J P Morgan Chase & Co | 6.9 | ||
| Facebook Inc | 6.7 | ||
| Marathon Petroleum Corp | 5.4 | ||
| Chevron Corp | 5.1 | ||
| Lam Research Corp | 4.8 | ||
| Alphabet Inc | 4.2 | ||
| Aflac Inc | 3.7 | ||
| Visa Inc | 3.3 | ||
| Alphabet Inc | 3.3 | ||
| DTE Energy Co | 3.3 | ||
| Broadcom Inc | 3.2 | ||
| Bank of America Corp /DE/ | 3.2 | ||
| Tyco International Ltd /Ber/ | 3.1 | ||
| Johnson & Johnson | 3.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 116.6 |
| (b) Individuals (high net worth individuals) | 55 | 400.2 |
| (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 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 2.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 50.0 |
| (n) Other | 0 | 0.0 |
| Total | 836 | 569.1 |
| By Discretionary | ||
| Discretionary | 777 | 514.7 |
| Non-Discretionary | 59 | 54.4 |
| Total | 836 | 569.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 569.1 | |
| Total | 836 | 569.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009886] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aspiring Ventures LLC
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OH | 569.5 M |
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Tallwoods Partners LLC
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|
IL | 569.4 M |
|
Potentia RIA LLC
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CA | 569.1 M |
|
Act Wealth Management LLC
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TX | 568.8 M |
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Freedom Investment Management Inc
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CT | 568.7 M |
|
BR Capital Advisors LLC
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FL | 568.4 M |
|
FCG Investment Company
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TN | 568.2 M |
|
Scissortail Wealth Management LLC
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|
OK | 568.2 M |
|
Seed Planning Group LLC
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|
NY | 568.0 M |
|
Liberty Square Wealth Partners LLC
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|
PA | 567.8 M |