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Lake Hills Wealth Management LLC
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CRD # | 286175 |
SEC # | 801-121498 |
CIK # | 0001705594 |
AUM | $167.6 MM (2024-03-13) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 512-580-4740 |
Address | 8601 Ranch Road 2222 Austin, TX 78730 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
GLD | 4.6 | ||
DBC | 3.1 | ||
AAPL | 2,382,844.0 | 2.3 | |
NVDA | 399,550.0 | 2.1 | |
AMZN | 1,092,997.8 | 1.5 | |
SMCI | 2,169.7 | 1.3 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 185 | 79.7 |
(b) Individuals (high net worth individuals) | 38 | 87.9 |
(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 | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 738 | 167.6 |
By Discretionary | ||
Discretionary | 738 | 167.6 |
Non-Discretionary | 0 | 0.0 |
Total | 738 | 167.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 167.6 | |
Total | 738 | 167.6 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001705594] |
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---|---|---|
The Kieckhefer Group
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|
WI | 0.2 |
Southern Style Financial Inc
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CA | 0.2 |
Kraematon Investment Advisors Inc
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MA | 0.2 |
Sheridan Capital Management LLC
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CA | 0.2 |
Zimmermann Alan L
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|
FL | 0.2 |
Foundation Wealth Management LLC
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|
PA | 0.2 |
Arbor Financial Planning LLC
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|
MI | 0.2 |
Holos Integrated Wealth LLC
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|
PA | 0.2 |
Lander & Associates Inc
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|
VA | 0.2 |
Sequoia Planning & Investments LLC
✚
|
WA | 0.2 |