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| Manske Wealth Management LLC
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|---|---|
| CRD # | 164401 |
| SEC # | 801-79212 |
| CIK # | 0002095143 |
| AUM | 707.3 M (2026-03-27) |
| Employees | 13 (62% Investors, 15% Brokers) |
| Phone | 713-581-1994 |
| Address | 1010 N San Jacinto Houston, TX 77002 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002095143 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.4 | ||
| Amazon Com Inc | 10.7 | ||
| Alphabet Inc | 8.8 | ||
| Microsoft Corp | 5.8 | ||
| Verizon Communications Inc | 4.3 | ||
| Nvidia Corp | 4.2 | ||
| AT&T Inc | 3.9 | ||
| British American Tobacco PLC | 3.8 | ||
| LyondellBasell Industries NV | 3.7 | ||
| Rio Tinto PLC | 3.4 | ||
| Citigroup Inc | 3.0 | ||
| CVS Caremark Corp | 2.6 | ||
| US Bancorp de | 2.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 480 | 672.3 |
| (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 | 22 | 35.0 |
| (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 | 502 | 707.3 |
| By Discretionary | ||
| Discretionary | 502 | 707.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 502 | 707.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 707.3 | |
| Total | 502 | 707.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002095143] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arc Advisory LLC
✚
|
CA | 708.3 M |
|
Duncker Streett & Co LLC
✚
|
MO | 707.3 M |
|
E & G Advisors LP
✚
|
TX | 706.9 M |
|
Dodds Wealth LLC
✚
|
CO | 706.2 M |
|
Northcape Wealth Management LLC
✚
|
NY | 706.1 M |
|
Skinner Copper & Ehmen Wealth Management LLC
✚
|
IL | 705.7 M |
|
Bond & Devick Financial Network Inc
✚
|
MN | 705.5 M |
|
Rempart Asset Management Inc
✚
|
705.2 M | |
|
Ridgecrest Wealth Partners LLC
✚
|
CA | 705.1 M |
|
Halter Ferguson Financial Inc
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|
IN | 705.0 M |