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Maxwell Wealth Strategies Inc
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CRD # | 317081 |
SEC # | 801-122641 |
CIK # | 0001993410 |
AUM | $231.1 MM (2024-02-14) |
Employees | 5 (60% Investors, 0% Brokers) |
Phone | 925-523-3288 |
Address | 7041 Koll Center Parkway Pleasanton, CA 94566 |
Source | [IAPD] [EDGAR] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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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 |