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| Happy Holidays!! thanks for using AUM13F!! |
| Jacksonville Wealth Management LLC
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| CRD # | 309312 |
| SEC # | 801-120427 |
| CIK # | 0002048486 |
| AUM | $434.6 M (2025-02-19) |
| Employees | 13 (31% Investors, 31% Brokers) |
| Phone | 904-923-7526 |
| Address | 8075 Gate Parkway West Jacksonville, FL 32216 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.2 | ||
| Taser International Inc | 3.9 | ||
| Apple Inc | 3.7 | ||
| Deere & Co | 3.1 | ||
| Netflix Inc | 3.0 | ||
| Amazon Com Inc | 2.7 | ||
| Microsoft Corp | 2.6 | ||
| Home Depot Inc | 2.3 | ||
| Intuitive Surgical Inc | 2.2 | ||
| Facebook Inc | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 469 | 82.9 |
| (b) Individuals (high net worth individuals) | 455 | 348.3 |
| (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 | 12 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,841 | 434.6 |
| By Discretionary | ||
| Discretionary | 1,841 | 434.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,841 | 434.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 434.6 | |
| Total | 1,841 | 434.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002048486] |
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Robert L Bender Inc DBA Robert Bender & Associates
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Ruedi Wealth Management Inc
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IL | 0.4 |
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Lewis Financial Management LLC
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