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| Happy Holidays!! thanks for using AUM13F!! |
| Markle Financial LLC
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|---|---|
| CRD # | 302088 |
| SEC # | 801-116686 |
| CIK # | |
| AUM | $121.6 M (2025-06-05) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 307-721-1725 |
| Address | 506 S 21st St Suite 101 Laramie, WY 82070 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Vetera LLC | 2024-03-26 | 0.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 57.8 |
| (b) Individuals (high net worth individuals) | 38 | 58.5 |
| (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 | 1 | 0.4 |
| (g) Pension and profit sharing plans | 6 | 4.9 |
| (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 | 324 | 121.6 |
| By Discretionary | ||
| Discretionary | 317 | 116.7 |
| Non-Discretionary | 7 | 4.9 |
| Total | 324 | 121.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.6 | |
| Total | 324 | 121.6 |
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|---|---|---|
|
Networth Financial Services LLC
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GA | 0.1 |
|
PMG Family Office LLC
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TX | 0.1 |
|
Curtis Wealth Management LLC
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NV | 0.1 |
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Ashbay Capital LLC
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NY | 0.1 |
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Bourke Wealth Management
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CA | 0.1 |
|
ATFS Advisers LLC
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0.1 | |
|
Mueller Wealth LLC
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|
WI | 0.1 |
|
The Cerato Group LLC
✚
|
NH | 0.1 |
|
Total Wealth Services LLC
✚
|
CA | 0.1 |
|
Mench Financial Inc
✚
|
OH | 0.1 |