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| My Wealth Management Inc
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|---|---|
| CRD # | 168566 |
| SEC # | 801-78477 |
| CIK # | 0001827845 |
| AUM | 156.2 M (2025-10-29) |
| 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) | |
|---|---|---|---|
| iShares Silver Trust | 9.3 | ||
| Trebia Acquisition Corp | 8.2 | ||
| Bentley Systems Inc | 1.7 | ||
| Marriott International Inc /MD/ | 1.0 | ||
| 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 | 11.3 |
| (b) Individuals (high net worth individuals) | 64 | 134.0 |
| (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 | 1 | 10.9 |
| (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 | 298 | 156.2 |
| By Discretionary | ||
| Discretionary | 292 | 141.6 |
| Non-Discretionary | 6 | 14.6 |
| Total | 298 | 156.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 155.9 | |
| Total | 298 | 156.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001827845] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
401K Generation
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Oregon Pacific Wealth Management LLC
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Johnson Dunn Capital Advisors Inc
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Indelible Wealth Group LLC
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|
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|
Taurum Retirement Partners LLC
✚
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