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| Kesler Norman & Wride LLC
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|---|---|
| CRD # | 307667 |
| SEC # | 801-118514 |
| CIK # | 0001840455 |
| AUM | $661.4 M (2026-06-24) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 801-476-1200 |
| Address | 2225 Washington Blvd Ogden, UT 84401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Kroger Co | 19.2 | ||
| Apple Inc | 17.4 | ||
| Microsoft Corp | 13.3 | ||
| Analog Devices Inc | 12.1 | ||
| Broadcom Inc | 10.4 | ||
| Amerisourcebergen Corp | 10.3 | ||
| Costco Wholesale Corp /NEW | 10.2 | ||
| Harris Corp /DE/ | 10.1 | ||
| Nvidia Corp | 9.7 | ||
| Wal Mart Stores Inc | 9.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 748 | 172.7 |
| (b) Individuals (high net worth individuals) | 183 | 447.8 |
| (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 | 15 | 14.6 |
| (h) Charitable organizations | 8 | 14.8 |
| (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 | 7 | 11.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,122 | 661.4 |
| By Discretionary | ||
| Discretionary | 2,117 | 659.3 |
| Non-Discretionary | 5 | 2.1 |
| Total | 2,122 | 661.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 661.4 | |
| Total | 2,122 | 661.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001840455] |
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|---|---|---|
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|
AZ | 0.7 |
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Three Arch Wealth Management LLC
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Harrell Investment Partners LLC
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Westshore Wealth LLC
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Williams & Associates Inc
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Riverwater Partners LLC
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WI | 0.7 |
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Holderness Investments Co
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NC | 0.7 |
|
St James Investment Company LLC
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TX | 0.7 |
|
Betterwealth LLC
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CA | 0.7 |