|
⚲
|
| Keyboard |
| ICW Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 135081 |
| SEC # | 801-64460 |
| CIK # | 0001794820 |
| AUM | 376.6 M (2026-03-31) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 480-951-2900 |
| Address | 16427 North Scottsdale Road Scottsdale, AZ 85254-1595 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.1 | ||
| Microsoft Corp | 6.4 | ||
| Caseys General Stores Inc | 6.3 | ||
| Broadcom Inc | 5.8 | ||
| Nvidia Corp | 5.8 | ||
| Costco Wholesale Corp /NEW | 5.7 | ||
| Mastercard Inc | 5.3 | ||
| AbbVie Inc | 5.3 | ||
| Visa Inc | 5.2 | ||
| Alphabet Inc | 5.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 8.5 |
| (b) Individuals (high net worth individuals) | 79 | 352.9 |
| (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 | 1 | 5.3 |
| (h) Charitable organizations | 2 | 9.9 |
| (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 | 341 | 376.6 |
| By Discretionary | ||
| Discretionary | 341 | 376.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 341 | 376.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 376.6 | |
| Total | 341 | 376.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001794820] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pathways Advisory Group Inc
✚
|
CA | 388.5 M |
|
HD Money Inc
✚
|
FL | 386.1 M |
|
Fiscal Wisdom Wealth Management LLC
✚
|
CT | 386.0 M |
|
Cairn Investment Group Inc
✚
|
WA | 385.0 M |
|
Sandeep Varma Wealth Strategies LLC
✚
|
CA | 383.6 M |
|
Canopy 360 Wealth LLC
✚
|
FL | 382.8 M |
|
Commonwealth Retirement Investments LLC
✚
|
VA | 377.0 M |
|
Dorval Corporation
✚
|
MN | 373.9 M |
|
Cordant Inc
✚
|
OR | 370.5 M |
|
TULL Financial Group Inc
✚
|
VA | 367.1 M |