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| Happy Holidays!! thanks for using AUM13F!! |
| MGO Private Wealth LLC
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|---|---|
| CRD # | 283909 |
| SEC # | 801-108057 |
| CIK # | 0001952532 |
| AUM | $206.2 M (2025-03-06) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 949-207-3241 |
| Address | 111 Pacifica Irvine, CA 92618 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.1 | ||
| Blackstone Secured Lending Fund | 4.0 | ||
| Amazon Com Inc | 2.7 | ||
| CrowdStrike Holdings Inc | 1.8 | ||
| Nvidia Corp | 1.6 | ||
| Microsoft Corp | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 16.5 |
| (b) Individuals (high net worth individuals) | 33 | 179.3 |
| (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 | 0.4 |
| (h) Charitable organizations | 0 | 9.8 |
| (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 | 5 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 260 | 206.2 |
| By Discretionary | ||
| Discretionary | 193 | 181.0 |
| Non-Discretionary | 67 | 25.2 |
| Total | 260 | 206.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.2 | |
| Total | 260 | 206.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001952532] |
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|---|---|---|
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OH | 0.2 |
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Bingham Private Wealth LLC
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|
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NC | 0.2 |
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FL | 0.2 |