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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Golden Road Advisors LLC
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| CRD # | 314077 |
| SEC # | 801-121158 |
| CIK # | 0002014454 |
| AUM | $170.0 M (2025-02-21) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 813-491-1593 |
| Address | 615 W de Leon St Tampa, FL 33606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 2.0 | |
| Apple Inc | 1.7 | |
| Raymond James Financial Inc | 1.5 | |
| Microsoft Corp | 1.0 | |
| Amazon Com Inc | 0.8 | |
| Broadcom Inc | 0.6 | |
| Facebook Inc | 0.6 | |
| Wal Mart Stores Inc | 0.5 | |
| Alphabet Inc | 0.4 | |
| J P Morgan Chase & Co | 0.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 40.0 |
| (b) Individuals (high net worth individuals) | 88 | 126.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 396 | 170.0 |
| By Discretionary | ||
| Discretionary | 388 | 164.1 |
| Non-Discretionary | 8 | 5.8 |
| Total | 396 | 170.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.0 | |
| Total | 396 | 170.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002014454] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wharton Wealth Management LLC
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PA | 0.2 |
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Robinson Value Management Ltd
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TX | 0.2 |
|
Apex Wealth Management LLC
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NH | 0.2 |
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George M Hiller Companies LLC
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GA | 0.2 |
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Smartharvest Portfolios LLC
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0.2 | |
|
McBride Financial Advisors LLC
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0.2 | |
|
Classic Asset Management LLC
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|
ND | 0.2 |
|
Centennial Advisors LLC
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|
TX | 0.2 |
|
Summit Portfolio Management LLC
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|
NV | 0.2 |
|
Investment Management Corporation
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|
VA | 0.2 |