|
⚲
|
| Janiczek Wealth Management LLC
✚
| |
|---|---|
| CRD # | 107156 |
| SEC # | 801-37889 |
| CIK # | 0001598561 |
| AUM | $1.1 BB (2024-03-01) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 303-721-7000 |
| Address | 7001 E Belleview Avenue Denver, CO 80237 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 10.4 | |
| MSFT | 1,918,222.4 | 8.1 | |
| PGR | 67,509.2 | 6.1 | |
| NVDA | 399,550.0 | 5.2 | |
| AMZN | 1,092,997.8 | 3.6 | |
| AJG | 34,278.9 | 2.7 | |
| GOOGL | 1,475,138.5 | 2.5 | |
| XOM | 385,508.3 | 2.0 | |
| META | 434,852.0 | 2.0 | |
| AM | 4,545.2 | 2.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | JWM Income & Growth Fund I LP | [2022-07-28] | 0.0 | 59.4 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 55.2 |
| (b) Individuals (high net worth individuals) | 206 | 716.5 |
| (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 | 5 | 25.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 325.2 |
| (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 | 1,397 | 1,122.6 |
| By Discretionary | ||
| Discretionary | 1,397 | 1,122.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,397 | 1,122.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,122.6 | |
| Total | 1,397 | 1,122.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Nathan Crisenberry | 17 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001598561] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CGN Advisors LLC
✚
|
KS | 1.1 |
|
Seaview Investment Managers LLC
✚
|
FL | 1.1 |
|
HBW Advisory Services LLC
✚
|
CA | 1.1 |
|
Triune Financial Partners LLC
✚
|
KS | 1.1 |
|
Heartwood Wealth Advisors LLC
✚
|
VA | 1.1 |
|
Madison Financial Advisors Ltd
✚
|
OH | 1.1 |
|
Straightline Group LLC
✚
|
MI | 1.1 |
|
Momentum Independent Network Inc
✚
|
TX | 1.1 |
|
West Chester Capital Advisors Inc
✚
|
PA | 1.1 |
|
Acorn Financial Advisory Services Inc
✚
|
VA | 1.1 |