|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Manske Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 164401 |
| SEC # | 801-79212 |
| CIK # | |
| AUM | $608.5 M (2025-04-02) |
| Employees | 12 (58% Investors, 17% Brokers) |
| Phone | 713-581-1994 |
| Address | 1010 N San Jacinto Houston, TX 77002 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 458 | 567.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 40.5 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 479 | 608.5 |
| By Discretionary | ||
| Discretionary | 479 | 608.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 479 | 608.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 608.5 | |
| Total | 479 | 608.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arbor Trust Wealth Advisors LLC
✚
|
MI | 0.6 |
|
Tillman Hartley LLC
✚
|
CO | 0.6 |
|
Swisspartners Advisors AG
✚
|
0.6 | |
|
Vantage Wealth
✚
|
CA | 0.6 |
|
E & G Advisors LP
✚
|
TX | 0.6 |
|
Flagship Wealth Advisors LLC
✚
|
MA | 0.6 |
|
AAF Wealth Management LLC
✚
|
MA | 0.6 |
|
Central Valley Advisors LLC
✚
|
CA | 0.6 |
|
Oliver Lagore Vanvalin Investment Group Inc
✚
|
MI | 0.6 |
|
Optima Asset Management Inc
✚
|
TX | 0.6 |