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| Happy Holidays!! thanks for using AUM13F!! |
| Inman Jager Wealth Management LLC
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| CRD # | 329603 |
| SEC # | 801-129713 |
| CIK # | 0002052044 |
| AUM | $189.3 M (2025-05-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 601-602-3571 |
| Address | 140 Mayfair Road Hattiesburg, MS 39402 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 23.3 | ||
| Chevron Corp | 2.6 | ||
| J P Morgan Chase & Co | 2.5 | ||
| International Business Machines Corp | 2.4 | ||
| Southern Co | 2.2 | ||
| Coca Cola Co | 1.9 | ||
| Apple Inc | 1.9 | ||
| Caterpillar Inc | 1.8 | ||
| Verizon Communications Inc | 1.7 | ||
| Lockheed Martin Corp | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 53.2 |
| (b) Individuals (high net worth individuals) | 47 | 118.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 10.5 |
| (h) Charitable organizations | 0 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 667 | 189.3 |
| By Discretionary | ||
| Discretionary | 598 | 178.7 |
| Non-Discretionary | 69 | 10.5 |
| Total | 667 | 189.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.3 | |
| Total | 667 | 189.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002052044] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fairbank Investment Management Limited
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|
0.2 | |
|
Capital Asset Management LLC
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|
CO | 0.2 |
|
Paradigm Institutional Investors LLC
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|
TX | 0.2 |
|
Hager Investment Management Services LLC
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|
NH | 0.2 |
|
MIAI Inc
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|
TX | 0.2 |
|
Copper Beech Financial Group LLC
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|
NJ | 0.2 |
|
Daniels & Erickson Financial Advisors LLC
✚
|
TX | 0.2 |
|
Power Asset Management LLC
✚
|
CA | 0.2 |
|
Foster & Wood Inc
✚
|
OR | 0.2 |
|
Fortune 45 LLC
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|
LA | 0.2 |