|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Leo H Evart Inc
✚
|
|
|---|---|
| CRD # | 110263 |
| SEC # | 801-42861 |
| CIK # | 0001920405 |
| AUM | $238.9 M (2025-03-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 650-802-0342 |
| Address | 3 Lagoon Drive Redwood City, CA 94065 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.6 | ||
| Oracle Corp | 1.6 | ||
| Tesla Motors Inc | 0.5 | ||
| UnitedHealth Group Inc | 0.4 | ||
| Expeditors International of Washington Inc | 0.4 | ||
| Microsoft Corp | 0.4 | ||
| Sempra Energy | 0.3 | ||
| Chevron Corp | 0.3 | ||
| Exxon Mobil Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 98.2 |
| (b) Individuals (high net worth individuals) | 60 | 109.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 24.6 |
| (h) Charitable organizations | 0 | 6.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 705 | 238.9 |
| By Discretionary | ||
| Discretionary | 705 | 238.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 705 | 238.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.9 | |
| Total | 705 | 238.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001920405] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kamichu Wealth Management LLC
✚
|
NV | 0.2 |
|
Elite Financial Inc
✚
|
ID | 0.2 |
|
Retirementadvice JKA
✚
|
CA | 0.2 |
|
David Wealth Management LLC
✚
|
VA | 0.2 |
|
Ables Iannone Moore & Associates Inc
✚
|
GA | 0.2 |
|
E Batoff & Co Inc
✚
|
FL | 0.2 |
|
WIN Advisors Inc
✚
|
FL | 0.2 |
|
MHS Advisory Services LLC
✚
|
MN | 0.2 |
|
Ballast Rock Private Wealth LLC
✚
|
SC | 0.2 |
|
Valley Financial Group Inc
✚
|
PA | 0.2 |