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| Happy Holidays!! thanks for using AUM13F!! |
| ICW Investment Advisors LLC
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| CRD # | 135081 |
| SEC # | 801-64460 |
| CIK # | 0001794820 |
| AUM | $336.4 M (2025-03-28) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 480-951-2900 |
| Address | 16427 North Scottsdale Road Scottsdale, AZ 85254-1595 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.7 | ||
| Mastercard Inc | 5.7 | ||
| VISA Inc | 5.7 | ||
| Costco Wholesale Corp /NEW | 5.5 | ||
| Apple Inc | 5.3 | ||
| O Reilly Automotive Inc | 4.8 | ||
| Broadcom Inc | 4.8 | ||
| Lilly Eli & Co | 4.6 | ||
| Caseys General Stores Inc | 4.6 | ||
| AbbVie Inc | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 8.1 |
| (b) Individuals (high net worth individuals) | 80 | 313.8 |
| (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 | 2 | 5.5 |
| (h) Charitable organizations | 2 | 9.0 |
| (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 | 315 | 336.4 |
| By Discretionary | ||
| Discretionary | 315 | 336.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 315 | 336.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 336.4 | |
| Total | 315 | 336.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001794820] |
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|---|---|---|
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Lifeway Financial Corporation
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TX | 0.3 |
|
Sentinel Wealth Management Inc
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VA | 0.3 |
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Aletheian Wealth Advisors LLC
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WA | 0.3 |
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Ranch Capital Advisors Inc
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FL | 0.3 |
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Prospera Capital Management LLC
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0.3 | |
|
The Mathes Company Inc
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NY | 0.3 |
|
Glassy Mountain Advisors Inc
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MD | 0.3 |
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Family Wealth Advisory Group LLC
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OH | 0.3 |
|
MB Generational Wealth LLC
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|
WA | 0.3 |
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Novak & Powell Financial Services Inc
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FL | 0.3 |