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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Maxele Advisors LLC
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| CRD # | 165129 |
| SEC # | 801-121992 |
| CIK # | |
| AUM | $165.3 M (2025-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 314-961-1850 |
| Address | 20 Allen Avenue Webster Groves, MO 63119 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 46.7 |
| (b) Individuals (high net worth individuals) | 55 | 107.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 573 | 153.7 |
| By Discretionary | ||
| Discretionary | 573 | 153.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 573 | 153.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 152.8 | |
| Total | 573 | 153.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sage Hill Capital LLC
✚
|
MI | 0.2 |
|
Crawford Gregory Jason
✚
|
CA | 0.2 |
|
Balanz Advisors LLC
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|
FL | 0.2 |
|
Constant Guidance Financial LLC
✚
|
MA | 0.2 |
|
Aviator Financial Consulting LLC
✚
|
TX | 0.2 |
|
SK Advisor Network LLC
✚
|
TX | 0.2 |
|
Pomona Wealth Management LLC
✚
|
WA | 0.2 |
|
Lifetime Wealth Management LLC
✚
|
0.2 | |
|
Innis Investments LLC
✚
|
0.2 | |
|
T2 Asset Management LLC
✚
|
IL | 0.2 |