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| My Wealth Management Inc
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|---|---|
| CRD # | 168566 |
| SEC # | 801-78477 |
| CIK # | 0001827845 |
| AUM | $135.2 MM (2022-10-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 301-330-7900 |
| Address | 12410 Milestone Center Drive Germantown, MD 20876 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SLV | 3.2 | ||
| BSY | 9,827.9 | 2.1 | |
| SPTS | 2.1 | ||
| MAR | 45,393.0 | 0.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 15.6 |
| (b) Individuals (high net worth individuals) | 58 | 103.6 |
| (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 | 3 | 16.0 |
| (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 | 300 | 135.2 |
| By Discretionary | ||
| Discretionary | 292 | 115.6 |
| Non-Discretionary | 8 | 19.6 |
| Total | 300 | 135.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 134.0 | |
| Total | 300 | 135.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001827845] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cove Private Wealth LLC
✚
|
NY | 0.1 |
|
Luca Capital Advisors LLC
✚
|
OH | 0.1 |
|
Delos Wealth Advisors LLC
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|
TX | 0.1 |
|
Alapocas Investment Partners Inc
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|
MA | 0.1 |
|
Atlantic Family Wealth LLC
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|
FL | 0.1 |
|
Processus Wealth & Capital Management LLC
✚
|
TN | 0.1 |
|
The Holben Group LLC
✚
|
CO | 0.1 |
|
Oregon Pacific Wealth Management LLC
✚
|
OR | 0.1 |
|
The Firm Incorporated
✚
|
CO | 0.1 |
|
Aegis Wealth Management Inc
✚
|
IA | 0.1 |