My Wealth Management Inc

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Assets, Funds, Holdings

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My Wealth Management Inc
CRD #168566
SEC #801-78477
CIK #0001827845
AUM $148.9 MM (2024-05-03)
Employees 1 (100% Investors, 0% Brokers)
Phone301-330-7900
Address12410 Milestone Center Drive
Germantown, MD 20876
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
16012896643202009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
SPTS 5.3
SLV 5.2
BSY 9,827.9 2.1
MAR 45,393.0 1.1
PG 338,108.9 0.3
 
 
 
 
 
 
Holdings by Sector ($MM)
1209672482402022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 53 13.4
(b) Individuals (high net worth individuals) 66 118.4
(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 17.1
(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 304 148.9
By Discretionary
Discretionary 299 145.2
Non-Discretionary 5 3.8
Total 304 148.9
By Non-United States Persons
Non-United States Persons 0.8
United States Persons 148.1
Total 304 148.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001827845]
Comparable Firms State AUM ($BB)
Capital A Wealth Management LLC
PA 0.1
Rockhill Advisors LLC
ID 0.1
Granite Financial Group LLC
WI 0.1
MK Brown Wealth Advisory LLC
OH 0.1
Alere Planning LLC
MD 0.1
SFG Wealth Advisors LLC
FL 0.1
Investment Management Corporation
VA 0.1
ND Pitman & Company Inc
AL 0.1
Kinwell LLC
SC 0.1
Hofer & Associates Inc
CA 0.1
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