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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MinichMacGregor Wealth Management LLC
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|---|---|
| CRD # | 151237 |
| SEC # | 801-70490 |
| CIK # | 0001744318 |
| AUM | $630.0 M (2025-04-30) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 518-499-4565 |
| Address | 21 Congress Street Saratoga Springs, NY 12866 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 22.2 | ||
| Nvidia Corp | 13.1 | ||
| iShares Comex Gold Trust | 9.2 | ||
| Kratos Defense & Security Solutions Inc | 9.2 | ||
| Heico Corp | 8.3 | ||
| Lilly Eli & Co | 8.2 | ||
| KLA Tencor Corp | 7.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 681 | 249.9 |
| (b) Individuals (high net worth individuals) | 161 | 322.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 57.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,698 | 630.0 |
| By Discretionary | ||
| Discretionary | 2,698 | 630.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,698 | 630.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 630.0 | |
| Total | 2,698 | 630.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001744318] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bluechip Wealth Advisors LLC
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|
GA | 0.6 |
|
Waller Financial Planning Group Inc
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|
OH | 0.6 |
|
John E Sestina and Company
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|
OH | 0.6 |
|
Ascension Capital Advisors Inc
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|
TX | 0.6 |
|
Klaas Financial Asset Advisors LLC
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|
IL | 0.6 |
|
Summit Wealth Partners LLC
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|
FL | 0.6 |
|
CL Wealth Management LLC
✚
|
IL | 0.6 |
|
Altrius Capital Management Inc
✚
|
MI | 0.6 |
|
Broadview Financial Management LLC
✚
|
WI | 0.6 |
|
Materetsky Financial Group Inc
✚
|
FL | 0.6 |