Maxwell Wealth Strategies Inc

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Assets, Funds, Holdings

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Maxwell Wealth Strategies Inc
CRD #317081
SEC #801-122641
CIK #0001993410
AUM $231.1 MM (2024-02-14)
Employees 5 (60% Investors, 0% Brokers)
Phone925-523-3288
Address7041 Koll Center Parkway
Pleasanton, CA 94566
Source [IAPD] [EDGAR]
Total AUM ($MM)
2502001501005002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 9.6
AAPL 2,382,844.0 6.7
JPM 340,169.2 5.4
ETN 51,598.7 4.6
AVGO 201,282.9 4.5
GOOGL 1,475,138.5 4.4
TT 30,146.9 3.9
HD 277,648.0 3.5
V 419,260.5 3.4
MSI 35,172.5 3.3
View All
Holdings by Sector ($MM)
2502001501005002023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 154 52.1
(b) Individuals (high net worth individuals) 64 163.6
(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 10 15.3
(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 645 231.1
By Discretionary
Discretionary 635 217.1
Non-Discretionary 10 14.0
Total 645 231.1
By Non-United States Persons
Non-United States Persons 2.6
United States Persons 228.5
Total 645 231.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001993410]
Comparable Firms State AUM ($BB)
Fortitude Financial LLC
WA 0.2
Evolution Advisers Inc
VA 0.2
Wunderlich Capital Management LLC
TN 0.2
The Nestegg Group Inc
IL 0.2
Latko Wealth Management Ltd
IL 0.2
Wilson & Boucher Capital Management LLC
CA 0.2
Meridian Financial LLC
MA 0.2
Bonner & Smith LLC
TX 0.2
Garnett Advisors LLC
TX 0.2
Numa Americas Corp
FL 0.2
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