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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Howard Wealth Management LLC
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|---|---|
| CRD # | 299052 |
| SEC # | 801-114237 |
| CIK # | 0001766286 |
| AUM | $356.2 M (2025-07-22) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 203-421-8339 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.2 | ||
| Palantir Technologies Inc | 4.5 | ||
| VISA Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 52.0 |
| (b) Individuals (high net worth individuals) | 94 | 290.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 10.0 |
| (n) Other | 0 | 0.0 |
| Total | 930 | 356.2 |
| By Discretionary | ||
| Discretionary | 930 | 356.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 930 | 356.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 356.2 | |
| Total | 930 | 356.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001766286] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sterling Financial Group Inc
✚
|
CA | 0.4 |
|
Mountain Hill Investment Partners
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|
NJ | 0.4 |
|
Professional Financial Advisors Inc
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PA | 0.4 |
|
Rossby Financial LLC
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FL | 0.4 |
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Sage Financial Management Group Inc
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|
VA | 0.4 |
|
Union Square Investment Co
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|
CA | 0.4 |
|
Access Financial Resources Inc
✚
|
OK | 0.4 |
|
D Scott Neal Inc
✚
|
KY | 0.4 |
|
S Harris Financial Group LLC
✚
|
TX | 0.4 |
|
Pecaut & Co
✚
|
IA | 0.4 |