|
⚲
|
| Keyboard |
| Maimon Wealth Management Ltd
✚
|
|
|---|---|
| CRD # | 298566 |
| SEC # | 801-114294 |
| CIK # | 0001760401 |
| AUM | 156.5 M (2026-04-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 972546966638 |
| Address | Ehad Haam 54B Raanana, Israel |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Stryker Corp | 4.0 | ||
| Apple Inc | 2.5 | ||
| iShares Comex Gold Trust | 2.1 | ||
| Costco Wholesale Corp /NEW | 1.6 | ||
| Nvidia Corp | 1.6 | ||
| Microsoft Corp | 1.4 | ||
| Lilly Eli & Co | 1.2 | ||
| Philip Morris International Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 11.4 |
| (b) Individuals (high net worth individuals) | 81 | 145.1 |
| (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 | 188 | 156.5 |
| By Discretionary | ||
| Discretionary | 188 | 156.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 188 | 156.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 139.5 | |
| United States Persons | 17.1 | |
| Total | 188 | 156.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001760401] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 (95 non-US) |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Delphinus Financial Advisors LLC
✚
|
MA | 157.1 M |
|
Davenport Watts & Drake Investment Advisors LLC
✚
|
MS | 157.1 M |
|
Ppsgrp LLC
✚
|
NY | 157.0 M |
|
Camden Financial Management Inc
✚
|
157.0 M | |
|
Legacy Advisory Services LLC
✚
|
PA | 156.9 M |
|
Breakwater Capital LLC
✚
|
MI | 156.6 M |
|
Dale Q Rice Investment Management Ltd
✚
|
156.6 M | |
|
Profocus Incorporated
✚
|
AZ | 156.5 M |
|
Star Wealth Management Corporation
✚
|
MI | 156.5 M |
|
Game Plan Advisors Inc
✚
|
TX | 156.0 M |