|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Main Line Group Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 150964 |
| SEC # | 801-124756 |
| CIK # | |
| AUM | $111.7 M (2025-06-23) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 610-828-8288 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | MLG Venture Partners LP - F3 | [2022-03-25] | 3.1 | 6.6 |
| VC | MLG Venture Partners LP - RS | [2022-03-25] | 1.9 | 2.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 10.6 |
| (b) Individuals (high net worth individuals) | 39 | 92.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 8.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 274 | 111.7 |
| By Discretionary | ||
| Discretionary | 272 | 111.5 |
| Non-Discretionary | 2 | 0.2 |
| Total | 274 | 111.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.7 | |
| Total | 274 | 111.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| MLG Venture Partners | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LFG Wealth Partners LLC
✚
|
KY | 0.1 |
|
The Sherry Group Inc
✚
|
AR | 0.1 |
|
MFG Wealth Management Inc
✚
|
IN | 0.1 |
|
Enduring Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Carolina Strategy LLC
✚
|
0.1 | |
|
October Effect Ltd
✚
|
VA | 0.1 |
|
Ralicki & Company PA
✚
|
FL | 0.1 |
|
Purewater Capital LLC
✚
|
TX | 0.1 |
|
Savior LLC
✚
|
MA | 0.1 |
|
Vida Wealth Partners Inc
✚
|
CA | 0.1 |