Media Wealth LLC

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Assets, Funds, Holdings

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Media Wealth LLC
CRD #308446
SEC #801-118648
CIK #
AUM $109.4 MM (2024-03-25)
Employees 4 (100% Investors, 0% Brokers)
Phone650-252-0550
Address5000 Hopyard Road
Pleasanton, CA 94588
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
1108866442202009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 10 7.2
(b) Individuals (high net worth individuals) 5 102.2
(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 15 109.4
By Discretionary
Discretionary 15 109.4
Non-Discretionary 0 0.0
Total 15 109.4
By Non-United States Persons
Non-United States Persons 92.0
United States Persons 17.3
Total 15 109.4
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MA 0.1
Build Asset Management LLC
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Counsel Fiduciary LLC
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Driven Investments LLC
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Calamita Wealth Management Inc
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IFB Wealth Management LLC
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Blueprint Wealth Management LLC
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