|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| HRC Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 117212 |
| SEC # | 801-106855 |
| CIK # | 0002009521 |
| AUM | $404.9 M (2025-03-12) |
| Employees | 8 (100% Investors, 25% Brokers) |
| Phone | 208-882-5547 |
| Address | 315 S Almon Moscow, ID 83843 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.9 | ||
| Nvidia Corp | 1.8 | ||
| Boeing Co | 1.2 | ||
| Microsoft Corp | 1.1 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| Amazon Com Inc | 0.7 | ||
| Tesla Motors Inc | 0.7 | ||
| Alphabet Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 761 | 117.9 |
| (b) Individuals (high net worth individuals) | 125 | 287.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,771 | 404.9 |
| By Discretionary | ||
| Discretionary | 1,771 | 404.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,771 | 404.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 404.9 | |
| Total | 1,771 | 404.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002009521] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bernard Caroli Wealth Management Inc
✚
|
NJ | 0.4 |
|
Wealth Effects LLC
✚
|
MA | 0.4 |
|
Columbus Investment Advisory Inc
✚
|
OH | 0.4 |
|
Members Advisory Group LLC
✚
|
NY | 0.4 |
|
Fruth Investment Management
✚
|
TX | 0.4 |
|
Zanetti Financial LLC
✚
|
NM | 0.4 |
|
Garner Asset Management Corporation
✚
|
0.4 | |
|
Client 1st Advisory Group LLC
✚
|
FL | 0.4 |
|
Acumen Financial Advisors LLC
✚
|
MN | 0.4 |
|
Lakeshore Financial Planning Inc
✚
|
MI | 0.4 |