Lake Hills Wealth Management LLC

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Assets, Funds, Holdings

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Lake Hills Wealth Management LLC
CRD #286175
SEC #801-121498
CIK #0001705594
AUM $167.6 MM (2024-03-13)
Employees 3 (100% Investors, 0% Brokers)
Phone512-580-4740
Address8601 Ranch Road 2222
Austin, TX 78730
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
170136102683402009201420192025
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 ($MM)
15012090603002022202320242025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001705594]
Comparable Firms State AUM ($BB)
The Kieckhefer Group
WI 0.2
Southern Style Financial Inc
CA 0.2
Kraematon Investment Advisors Inc
MA 0.2
Sheridan Capital Management LLC
CA 0.2
Zimmermann Alan L
FL 0.2
Foundation Wealth Management LLC
PA 0.2
Arbor Financial Planning LLC
MI 0.2
Holos Integrated Wealth LLC
PA 0.2
Lander & Associates Inc
VA 0.2
Sequoia Planning & Investments LLC
WA 0.2
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