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| Happy Holidays!! thanks for using AUM13F!! |
| Maxwell Wealth Strategies Inc
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| CRD # | 317081 |
| SEC # | 801-122641 |
| CIK # | 0001993410 |
| AUM | $290.0 M (2025-02-19) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 925-523-3288 |
| Address | 7041 Koll Center Parkway Pleasanton, CA 94566 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.0 | ||
| Apple Inc | 8.1 | ||
| J P Morgan Chase & Co | 7.8 | ||
| Broadcom Inc | 7.7 | ||
| Eaton Corp Ltd | 7.3 | ||
| Alphabet Inc | 5.6 | ||
| Ingersoll-Rand PLC | 5.3 | ||
| Motorola Inc | 4.7 | ||
| VISA Inc | 4.5 | ||
| Home Depot Inc | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 238 | 183.0 |
| (b) Individuals (high net worth individuals) | 12 | 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 | 660 | 290.0 |
| By Discretionary | ||
| Discretionary | 660 | 290.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 660 | 290.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 288.0 | |
| Total | 660 | 290.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001993410] |
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|---|---|---|
|
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FL | 0.3 |
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BBJS Financial Advisors LLC
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WA | 0.3 |
|
Letson Investment Management Inc
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0.3 | |
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Curry Webb Wealth Management LLC
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IN | 0.3 |
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Beacon Financial Advisors Ltd
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TX | 0.3 |
|
Schuchard Capital Management Inc
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0.3 | |
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Coordinated Financial Planning Corp
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OH | 0.3 |
|
New Perspectives Inc
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|
MS | 0.3 |
|
Orser Capital Management LLC
✚
|
TX | 0.3 |
|
Tate Wealth Management
✚
|
CA | 0.3 |