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| Moneco Advisors LLC
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|---|---|
| CRD # | 171922 |
| SEC # | 801-80027 |
| CIK # | 0001765690 |
| AUM | 2,279.9 M (2026-06-08) |
| Employees | 66 (67% Investors, 33% Brokers) |
| Phone | 203-319-3550 |
| Address | 2150 Post Road, Suite 201 Fairfield, CT 06824 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 34.0 | ||
| Nvidia Corp | 20.7 | ||
| Microsoft Corp | 19.5 | ||
| Johnson & Johnson | 14.3 | ||
| SPDR Gold Trust | 12.3 | ||
| Amazon Com Inc | 10.5 | ||
| Alphabet Inc | 10.4 | ||
| Global MOFY Metaverse Ltd | 10.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,019 | 0.5 |
| (b) Individuals (high net worth individuals) | 762 | 1.7 |
| (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 | 7 | 0.0 |
| (h) Charitable organizations | 15 | 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 | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,443 | 2.3 |
| By Discretionary | ||
| Discretionary | 6,411 | 2.3 |
| Non-Discretionary | 32 | 0.0 |
| Total | 6,443 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 6,443 | 2.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001765690] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 23 |
| Serves | Institutional, Retail |
| LEI | 46-3758971 |
| Comparable Firms | State | AUM |
|---|---|---|
|
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GA | 2,286.3 M |
|
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Gamma Investing LLC
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2,282.1 M | |
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Grant TANI Barash & Altman LLC
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CA | 2,280.5 M |
|
Gateway Wealth Partners LLC
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|
Jderek Lewis & Associates Inc
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CA | 2,276.6 M |
|
YHB Investment Advisors Inc
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|
CT | 2,276.3 M |
|
Beaird Harris Wealth Management LLC
✚
|
TX | 2,272.3 M |
|
Focused Wealth Management Inc
✚
|
NY | 2,268.8 M |