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My Wealth Management Inc
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CRD # | 168566 |
SEC # | 801-78477 |
CIK # | 0001827845 |
AUM | $148.9 MM (2024-05-03) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 301-330-7900 |
Address | 12410 Milestone Center Drive Germantown, MD 20876 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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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 |