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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Gitterman Wealth Management LLC
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| CRD # | 153062 |
| SEC # | 801-71246 |
| CIK # | 0001861558 |
| AUM | $666.1 M (2025-03-28) |
| Employees | 17 (47% Investors, 41% Brokers) |
| Phone | 848-248-4405 |
| Address | 379 Thornall Street Edison, NJ 08837 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 24.2 | ||
| Apple Inc | 6.8 | ||
| Microsoft Corp | 5.6 | ||
| Johnson & Johnson | 2.1 | ||
| FPL Group Inc | 1.9 | ||
| Alphabet Inc | 1.4 | ||
| Novo Nordisk A S | 1.2 | ||
| Northrop Grumman Corp /DE/ | 0.9 | ||
| Alphabet Inc | 0.8 | ||
| UnitedHealth Group Inc | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 337 | 135.4 |
| (b) Individuals (high net worth individuals) | 221 | 530.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 558 | 666.1 |
| By Discretionary | ||
| Discretionary | 558 | 666.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 558 | 666.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 666.1 | |
| Total | 558 | 666.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001861558] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Management Partners LLC
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|
AZ | 0.7 |
|
Global Financial Private Client LLC
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|
FL | 0.7 |
|
Wealth Advisory Group Inc
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PA | 0.7 |
|
Perennial Advisors LLC
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NY | 0.7 |
|
Carderock Capital Management Inc
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|
MD | 0.7 |
|
Smithbridge Asset Management Inc
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|
PA | 0.7 |
|
EagleClaw Capital Management LLC
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|
MA | 0.7 |
|
Seamount Financial Group Inc
✚
|
CO | 0.7 |
|
Parker Investment Management LLC
✚
|
0.7 | |
|
Duncker Streett & Co LLC
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|
MO | 0.7 |