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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lake Hills Wealth Management LLC
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| CRD # | 286175 |
| SEC # | 801-121498 |
| CIK # | 0001705594 |
| AUM | $175.5 M (2025-03-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 512-580-4740 |
| Address | 8601 Ranch Road 2222 Austin, TX 78730 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 7.1 | ||
| iShares Silver Trust | 6.7 | ||
| Apple Inc | 2.1 | ||
| Amazon Com Inc | 1.4 | ||
| Sezzle Inc | 1.1 | ||
| Purecycle Technologies Inc | 0.9 | ||
| Facebook Inc | 0.9 | ||
| Cintas Corp | 0.9 | ||
| Nvidia Corp | 0.8 | ||
| Dragoneer Growth Opportunities Corp | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 91.3 |
| (b) Individuals (high net worth individuals) | 36 | 84.2 |
| (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 | 742 | 175.5 |
| By Discretionary | ||
| Discretionary | 685 | 166.8 |
| Non-Discretionary | 57 | 8.7 |
| Total | 742 | 175.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.5 | |
| Total | 742 | 175.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001705594] |
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WI | 0.2 |
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MN | 0.2 |
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0.2 | |
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WI | 0.2 |
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Tandem Investment Partners LLC
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NJ | 0.2 |
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Kahala Financial Advisors LLC
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HI | 0.2 |
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Arbor Financial Planning LLC
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MI | 0.2 |
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Excel Capital Management Corp
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Flack Ember Louise
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0.2 |