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| Mader & Shannon Wealth Management Inc
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| CRD # | 123741 |
| SEC # | 801-67482 |
| CIK # | 0001535862 |
| AUM | $221.3 M (2025-02-24) |
| Employees | 10 (90% Investors, 10% Brokers) |
| Phone | 816-751-0585 |
| Address | 4717 Grand Ave Kansas City, MO 64112 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 24.9 | ||
| iShares Comex Gold Trust | 24.9 | ||
| CDW Corp | 7.8 | ||
| Swift Transportation Co | 6.3 | ||
| Martin Marietta Materials Inc | 6.2 | ||
| Thermo Fisher Scientific Inc | 5.9 | ||
| Amazon Com Inc | 5.1 | ||
| UnitedHealth Group Inc | 4.6 | ||
| First Solar Inc | 3.3 | ||
| Horton D R Inc /DE/ | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 310 | 111.8 |
| (b) Individuals (high net worth individuals) | 35 | 73.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 17.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 9 | 3.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 14.7 |
| (n) Other | 0 | 0.0 |
| Total | 863 | 221.3 |
| By Discretionary | ||
| Discretionary | 863 | 221.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 863 | 221.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.3 | |
| Total | 863 | 221.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001535862] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
E A Horwitz LLC
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|
IL | 0.2 |
|
WMS Advisors LLC
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|
NC | 0.2 |
|
Braun-Bostich & Associates Inc
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PA | 0.2 |
|
Pursue Wealth Partners LLC
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CA | 0.2 |
|
Pacific Capital Associates Inc
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|
CA | 0.2 |
|
Westbourne Investments Inc
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|
VA | 0.2 |
|
RM Financial Services LLC
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|
ME | 0.2 |
|
DWD Portfolio Solutions Inc
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|
PA | 0.2 |
|
Evergreen Private Wealth LLC
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|
CO | 0.2 |
|
Dillow Wealth Management LLC
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|
IL | 0.2 |