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| Happy Holidays!! thanks for using AUM13F!! |
| Kerntke Otto McGlone Wealth Management Group
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|---|---|
| CRD # | 142682 |
| SEC # | 801-67464 |
| CIK # | 0001804116 |
| AUM | $385.0 M (2025-03-21) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 920-733-3865 |
| Address | 3601 E Evergreen Drive Appleton, WI 54913 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.2 | ||
| Wheaton Precious Metals Corp | 2.6 | ||
| Sprott Physical Gold Trust | 2.0 | ||
| Exxon Mobil Corp | 1.2 | ||
| United Technologies Corp /DE/ | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 532 | 174.1 |
| (b) Individuals (high net worth individuals) | 114 | 209.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,279 | 385.0 |
| By Discretionary | ||
| Discretionary | 2,254 | 380.8 |
| Non-Discretionary | 25 | 4.2 |
| Total | 2,279 | 385.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 385.0 | |
| Total | 2,279 | 385.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001804116] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Donoghue Forlines LLC
✚
|
MA | 0.4 |
|
Money Management Services Inc
✚
|
AL | 0.4 |
|
Armor Investment Advisors LLC
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|
NC | 0.4 |
|
Kelly Financial Group LLC
✚
|
CT | 0.4 |
|
Mattson Financial Services LLC
✚
|
MI | 0.4 |
|
WT Wealth Management LLC
✚
|
AZ | 0.4 |
|
Wealth Management Resources Inc
✚
|
RI | 0.4 |
|
Cannon Tingey Investment Advisors Inc
✚
|
UT | 0.4 |
|
Whitcomb & Hess Inc
✚
|
OH | 0.4 |
|
Power Wealth Management LLC
✚
|
GA | 0.4 |