|
⚲
|
| Keyboard |
| Leverty Financial Group LLC
✚
|
|
|---|---|
| CRD # | 310258 |
| SEC # | 801-119342 |
| CIK # | 0001908386 |
| AUM | 676.8 M (2026-01-22) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 715-377-2080 |
| Address | 201 2nd Street South Hudson, WI 54016 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| 3M Co | 3.0 | ||
| Ecolab Inc | 2.1 | ||
| Caterpillar Inc | 0.7 | ||
| Tesla Motors Inc | 0.6 | ||
| Apple Inc | 0.6 | ||
| Solventum Corp | 0.4 | ||
| Sherwin Williams Co | 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 - 2026 |
|---|---|---|
| 13F-HR | [0001908386] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 18 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hyposwiss Advisors Sa
✚
|
678.3 M | |
|
MTM Investment Management LLC
✚
|
SC | 678.1 M |
|
Carderock Capital Management Inc
✚
|
MD | 677.0 M |
|
Jacobson & Schmitt Advisors LLC
✚
|
WI | 676.4 M |
|
PASI Investments LLC
✚
|
CT | 676.3 M |
|
Boston Research and Management Inc
✚
|
MA | 676.2 M |
|
Stordahl Capital Management Inc
✚
|
CO | 675.9 M |
|
Waterway Wealth Management LLC
✚
|
TX | 675.8 M |
|
Demming Financial Services Corp
✚
|
OH | 675.7 M |
|
Tounjian Advisory Partners LLC
✚
|
FL | 675.5 M |