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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kiely Wealth Advisory Group Inc
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|---|---|
| CRD # | 109438 |
| SEC # | 801-55450 |
| CIK # | 0002005660 |
| AUM | $515.0 M (2024-10-30) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 252-439-1888 |
| Address | 7815 Neugent Dr Kernersville, NC 27284 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 2.5 | |
| Amazon Com Inc | 1.3 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 0.7 | |
| J P Morgan Chase & Co | 0.6 | |
| Autozone Inc | 0.6 | |
| Apple Inc | 0.5 | |
| Amgen Inc | 0.5 | |
| BlackRock Inc | 0.4 | |
| Alphabet Inc | 0.4 | |
| PepsiCo Inc | 0.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 550 | 161.0 |
| (b) Individuals (high net worth individuals) | 140 | 340.0 |
| (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 | 10 | 14.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 720 | 515.0 |
| By Discretionary | ||
| Discretionary | 720 | 515.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 720 | 515.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 515.0 | |
| Total | 720 | 515.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002005660] |
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|---|---|---|
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NY | 0.5 |
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Shakespeare Wealth Management LLC
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REAP Financial Group LLC
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TX | 0.5 |
|
BARE Financial Services Inc
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PA | 0.5 |
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Adaptive Financial Consulting LLC
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