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| Mitchell & PAHL Private Wealth LLC
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|---|---|
| CRD # | 307625 |
| SEC # | 801-118315 |
| CIK # | 0001836506 |
| AUM | 449.9 M (2026-02-03) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Apple Inc | 8.1 | ||
| Seagate Technology PLC | 7.5 | ||
| Broadcom Inc | 6.5 | ||
| Microsoft Corp | 5.5 | ||
| Cisco Systems Inc | 4.9 | ||
| Johnson & Johnson | 4.8 | ||
| Teradyne Inc | 4.6 | ||
| Texas Instruments Inc | 4.5 | ||
| Goldman Sachs Group Inc | 4.5 | ||
| Linde PLC | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 48.6 |
| (b) Individuals (high net worth individuals) | 89 | 394.5 |
| (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 | 6.9 |
| (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 | 920 | 449.9 |
| By Discretionary | ||
| Discretionary | 528 | 410.1 |
| Non-Discretionary | 392 | 39.9 |
| Total | 920 | 449.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 449.4 | |
| Total | 920 | 449.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001836506] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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