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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mitchell & PAHL Private Wealth LLC
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|---|---|
| CRD # | 307625 |
| SEC # | 801-118315 |
| CIK # | 0001836506 |
| AUM | $406.0 M (2025-03-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 405-608-2280 |
| Address | 1001 NW 71st Street Oklahoma City, OK 73116 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.8 | ||
| Broadcom Inc | 6.8 | ||
| Apple Inc | 6.2 | ||
| Linde PLC | 3.7 | ||
| Waste Management Inc | 3.5 | ||
| Ecolab Inc | 3.4 | ||
| Exxon Mobil Corp | 3.4 | ||
| Procter & Gamble Co | 3.3 | ||
| Home Depot Inc | 3.3 | ||
| 3M Co | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 47.9 |
| (b) Individuals (high net worth individuals) | 88 | 351.4 |
| (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 | 6.7 |
| (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 | 910 | 406.0 |
| By Discretionary | ||
| Discretionary | 531 | 368.9 |
| Non-Discretionary | 379 | 37.1 |
| Total | 910 | 406.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 405.4 | |
| Total | 910 | 406.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001836506] |
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KY | 0.4 |
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ME | 0.4 |
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Fusion Capital LLC
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SC | 0.4 |
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IVC Wealth Advisors LLC
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PA | 0.4 |
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IL | 0.4 |