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| Long Island Wealth Management Inc
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| |
|---|---|
| CRD # | 173363 |
| SEC # | 801-80445 |
| CIK # | 0002011177 |
| AUM | $217.4 MM (2024-03-09) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 516-238-7629 |
| Address | 155 Pinelawn Road Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| DHR | 183,136.1 | 2.6 | |
| ED | 33,346.2 | 2.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 18.1 |
| (b) Individuals (high net worth individuals) | 82 | 199.2 |
| (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 | 422 | 217.4 |
| By Discretionary | ||
| Discretionary | 410 | 210.6 |
| Non-Discretionary | 12 | 6.8 |
| Total | 422 | 217.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.4 | |
| Total | 422 | 217.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002011177] |
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|---|---|---|
|
Stern Capital Management Inc
✚
|
NJ | 0.2 |
|
Silver Oak Wealth Advisors Services LLC
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|
CA | 0.2 |
|
Tucker Jr Douglas Ray
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AL | 0.2 |
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The Fauser Group LLC
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Full Financial Inc
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CO | 0.2 |
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Prairiewood Capital LLC
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ND | 0.2 |
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The Mustico Financial Group Inc
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|
NY | 0.2 |
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Financial Forum Inc
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WA | 0.2 |
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DKM Wealth Management Inc
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CA | 0.2 |
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McAllister Capital Management Corporation
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|
MS | 0.2 |