Loveless Wealth Management LLC

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Assets, Funds, Holdings

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Loveless Wealth Management LLC
CRD #110024
SEC #801-110266
CIK #0001798026
AUM $183.1 MM (100% Disc, 100% US, 2020-07-14)
Employees 4 (100% Investors, 0% Brokers)
Phone406-656-9212
Address2615 Saint Johns Ave
Billings, MT 59102
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
190152114763801999200620132021
Sector Form 13F Holdings Cap ($MM) Value ($MM)
XOM 288,700.0 4.9
O 18,600.0 4.1
DE 47,520.0 3.2
AAPL 674,750.0 3.1
CAT 74,980.0 2.9
JNJ 346,110.0 2.4
ZTS 41,100.0 2.3
QCOM 67,520.0 2.2
ABBV 138,670.0 2.2
MSFT 747,660.0 2.2
View All
Holdings by Sector ($MM)
1209672482402019201920202021
EDGAR Form CIK 2011 - 2021
13F-HR [0001798026]
Comparable Firms State AUM ($BB)
Tolsma Investments LLC
WA 0.2
Taylor & Morgan Wealth Management LLC
MI 0.2
Oak Harvest Investment Services LLC
TX 0.2
Beacon Financial Planning of Cape COD Inc
MA 0.2
WT Wealth Management LLC
AZ 0.2
Ted Buchan & Company LLC
CA 0.2
SGH Wealth Management
MI 0.2
Patrick Financial Group LLC
MI 0.2
Private Harbour Investment Management & Counsel LLC
OH 0.2
JFR Financial Services Inc
MI 0.2
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