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| Happy Holidays!! thanks for using AUM13F!! |
| LVW Advisors LLC
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| CRD # | 159403 |
| SEC # | 801-72830 |
| CIK # | 0001576053 |
| AUM | $2.3 B (2025-05-21) |
| Employees | 21 (52% Investors, 0% Brokers) |
| Phone | 585-267-4900 |
| Address | 67B Monroe Avenue Pittsford, NY 14534 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001576053 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 30.2 | ||
| Microsoft Corp | 17.0 | ||
| Nvidia Corp | 14.6 | ||
| Amazon Com Inc | 10.3 | ||
| Broadcom Inc | 8.5 | ||
| J P Morgan Chase & Co | 7.6 | ||
| VISA Inc | 7.5 | ||
| Facebook Inc | 7.1 | ||
| Alphabet Inc | 7.0 | ||
| Alphabet Inc | 5.7 | ||
| Altria Group Inc | 4.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 0.1 |
| (b) Individuals (high net worth individuals) | 224 | 1.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 9 | 0.2 |
| (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 | 12 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,583 | 2.3 |
| By Discretionary | ||
| Discretionary | 2,368 | 1.8 |
| Non-Discretionary | 215 | 0.5 |
| Total | 2,583 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 2,583 | 2.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001576053] |
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|
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2.3 | |
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