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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| My Wealth Management Inc
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| CRD # | 168566 |
| SEC # | 801-78477 |
| CIK # | 0001827845 |
| AUM | $151.7 M (2024-10-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 301-330-7900 |
| Address | 12410 Milestone Center Drive Germantown, MD 20876 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 4.2 | ||
| Bentley Systems Inc | 2.4 | ||
| Marriott International Inc /MD/ | 1.2 | ||
| Procter & Gamble Co | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 11.0 |
| (b) Individuals (high net worth individuals) | 67 | 126.6 |
| (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 | 0 | 14.1 |
| (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 | 296 | 151.7 |
| By Discretionary | ||
| Discretionary | 291 | 134.2 |
| Non-Discretionary | 5 | 17.5 |
| Total | 296 | 151.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 151.5 | |
| Total | 296 | 151.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001827845] |
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