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| Happy Holidays!! thanks for using AUM13F!! |
| Leverty Financial Group LLC
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|---|---|
| CRD # | 310258 |
| SEC # | 801-119342 |
| CIK # | 0001908386 |
| AUM | $567.4 M (2025-02-18) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 715-377-2080 |
| Address | 201 2nd Street South Hudson, WI 54016 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| 3M Co | 2.9 | ||
| Ecolab Inc | 1.8 | ||
| Bitwise Bitcoin ETF | 0.5 | ||
| Sherwin Williams Co | 0.4 | ||
| Apple Inc | 0.4 | ||
| Microsoft Corp | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 399 | 147.9 |
| (b) Individuals (high net worth individuals) | 214 | 415.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.4 |
| (h) Charitable organizations | 3 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,397 | 567.4 |
| By Discretionary | ||
| Discretionary | 2,274 | 564.2 |
| Non-Discretionary | 123 | 3.2 |
| Total | 2,397 | 567.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 567.4 | |
| Total | 2,397 | 567.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908386] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Scott & Selber Inc Capital Management
✚
|
TX | 0.6 |
|
Davidson Capital Management Inc
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|
TX | 0.6 |
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Single Point Partners LLC
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MA | 0.6 |
|
Atlas Brown Inc
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|
KY | 0.6 |
|
Lombard Advisers Incorporated
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|
MD | 0.6 |
|
Virtus ETF Advisers LLC
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CT | 0.6 |
|
Cogentblue Wealth Advisors LLC
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|
TN | 0.6 |
|
Sherrill & Hutchins Financial Advisory Inc
✚
|
GA | 0.6 |
|
Buck Wealth Strategies LLC
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|
CO | 0.6 |
|
WICK Capital Partners LLC
✚
|
PA | 0.6 |