|
⚲
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| Main Line Group Wealth Management LLC
✚
| |
|---|---|
| CRD # | 150964 |
| SEC # | 801-124756 |
| CIK # | |
| AUM | $102.8 MM (2024-03-27) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 610-828-8288 |
| Address | 2105 Bear Hollow Dr Park City, UT 84098 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| VC | MLG Venture Partners LP - F3 | 2022-03-25 | 6.6 | |
| VC | MLG Venture Partners LP - RS | [2022-03-25] | 1.9 | 2.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 11.1 |
| (b) Individuals (high net worth individuals) | 39 | 83.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 8.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 253 | 102.8 |
| By Discretionary | ||
| Discretionary | 253 | 102.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 253 | 102.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.8 | |
| Total | 253 | 102.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| MLG Venture Partners | 2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Delaware Avenue Wealth Planners LLC
✚
|
DE | 0.1 |
|
TCN Private Wealth Management LLC
✚
|
NY | 0.1 |
|
Vista CIMA Wealth Management LLC
✚
|
AZ | 0.1 |
|
Team Hays Inc
✚
|
TX | 0.1 |
|
Enduring Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Keenan LLC
✚
|
MA | 0.1 |
|
FCIG Wealth Management LLC
✚
|
CT | 0.1 |
|
Merryfield Barnes LLC
✚
|
NY | 0.1 |
|
Earthview Advisors LLC
✚
|
FL | 0.1 |
|
Mullins Investment Services LLC
✚
|
VA | 0.1 |