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| Happy Holidays!! thanks for using AUM13F!! |
| Lowe Wealth Advisors LLC
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|---|---|
| CRD # | 157906 |
| SEC # | 801-72431 |
| CIK # | 0001574010 |
| AUM | $460.2 M (2025-03-05) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 443-766-7160 |
| Address | 6230 Old Dobbin Lane Columbia, MD 21045 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 12.5 | ||
| iShares Comex Gold Trust | 10.4 | ||
| Microsoft Corp | 1.5 | ||
| McCormick & Co Inc | 1.1 | ||
| Apple Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 251 | 83.4 |
| (b) Individuals (high net worth individuals) | 164 | 371.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,384 | 460.2 |
| By Discretionary | ||
| Discretionary | 1,315 | 443.1 |
| Non-Discretionary | 69 | 17.1 |
| Total | 1,384 | 460.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 460.2 | |
| Total | 1,384 | 460.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001574010] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aquire Wealth Advisors LLC
✚
|
UT | 0.5 |
|
Lifemark Securities Corp
✚
|
NY | 0.5 |
|
Pinnacle Wealth Advisors Inc
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|
OR | 0.5 |
|
Synergy Investment Management LLC
✚
|
FL | 0.5 |
|
Evergreen Wealth Solutions LLC
✚
|
PA | 0.5 |
|
ACT Wealth Management LLC
✚
|
TX | 0.5 |
|
van Leeuwen & Associates Inc
✚
|
KY | 0.5 |
|
FSA Wealth Management LLC
✚
|
MA | 0.5 |
|
Oldfather Financial Services LLC
✚
|
NE | 0.5 |
|
Summa Corp
✚
|
TX | 0.5 |