|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Model Wealth Inc
✚
|
|
|---|---|
| CRD # | 299798 |
| SEC # | 801-117301 |
| CIK # | |
| AUM | $286.1 M (2025-05-21) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 630-381-1170 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 16.8 |
| (b) Individuals (high net worth individuals) | 91 | 261.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 7.8 |
| (n) Other | 0 | 0.0 |
| Total | 552 | 286.1 |
| By Discretionary | ||
| Discretionary | 547 | 281.2 |
| Non-Discretionary | 5 | 4.9 |
| Total | 552 | 286.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.1 | |
| Total | 552 | 286.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Siebert Advisornxt LLC
✚
|
NY | 0.3 |
|
Intrinsic Wealth Counsel Inc
✚
|
AZ | 0.3 |
|
OMC Financial Services Ltd
✚
|
NY | 0.3 |
|
Belvoir Wealth Management AG
✚
|
0.3 | |
|
Avondale Wealth Management LLC
✚
|
TX | 0.3 |
|
Aspen Investment Management Inc
✚
|
MI | 0.3 |
|
Legacy Financial Advisors Corporation
✚
|
MN | 0.3 |
|
Blue Oak Capital LLC
✚
|
CA | 0.3 |
|
AllSquare Wealth Management LLC
✚
|
NY | 0.3 |
|
Walker Asset Management LLC
✚
|
0.3 |