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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Manwaring Wealth Management LLC
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|---|---|
| CRD # | 328581 |
| SEC # | 801-132348 |
| CIK # | |
| AUM | $108.0 M (2025-05-01) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 480-744-1112 |
| Address | 936 E Williams Field Road Gilbert, AZ 85298 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 51.0 |
| (b) Individuals (high net worth individuals) | 27 | 57.0 |
| (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 | 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 | 207 | 108.0 |
| By Discretionary | ||
| Discretionary | 207 | 108.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 207 | 108.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 108.0 | |
| Total | 207 | 108.0 |
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|---|---|---|
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NE | 0.1 |
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Brian Joyce LLC
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0.1 | |
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CA | 0.1 |
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1818 Private Client Group LLC
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FL | 0.1 |
|
Evergreen Wealth Advisors
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|
Metis Wealth Management & Planning LLC
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SC | 0.1 |
|
BXM Wealth LLC
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|
CO | 0.1 |
|
Ankerstar Wealth LLC
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TX | 0.1 |
|
Baer Investment Advisory LLC
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0.1 |