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| My Personal CFO LLC
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|---|---|
| CRD # | 299424 |
| SEC # | 801-120606 |
| CIK # | 0001916366 |
| AUM | $365.1 M (2026-03-13) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 503-912-2090 |
| Address | 1220 Main Street Vancouver, WA 98660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001916366 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 17.9 | ||
| Apple Inc | 11.0 | ||
| Okta Inc | 8.8 | ||
| Nvidia Corp | 2.4 | ||
| J P Morgan Chase & Co | 2.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 18.0 |
| (b) Individuals (high net worth individuals) | 49 | 347.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 458 | 365.1 |
| By Discretionary | ||
| Discretionary | 458 | 365.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 458 | 365.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 365.1 | |
| Total | 458 | 365.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001916366] |
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|---|---|---|
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Homage Wealth Group LLC
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TX | 0.4 |
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Royal Oak Financial Advisors LLC
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MI | 0.4 |
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CA | 0.4 |
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Tealwood Asset Management Inc
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Beaumont Asset Management LLC
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TX | 0.4 |
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Regimen Wealth LLC
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GA | 0.4 |
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Kondo Wealth Advisors Inc
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CA | 0.4 |
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Shelton Wealth Management LLC
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TX | 0.4 |