|
⚲
|
| No Fate BWWM LLC
✚
|
|
|---|---|
| CRD # | 317406 |
| SEC # | 801-122753 |
| CIK # | |
| AUM | $149.3 M (2025-03-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 214379333 |
| Address | 8105 Rasor Blvd Plano, TX 75024 |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 7.7 |
| (b) Individuals (high net worth individuals) | 44 | 120.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 20.8 |
| (n) Other | 0 | 0.0 |
| Total | 279 | 149.3 |
| By Discretionary | ||
| Discretionary | 271 | 145.9 |
| Non-Discretionary | 8 | 3.4 |
| Total | 279 | 149.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.3 | |
| Total | 279 | 149.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wilhelm Financial Services PLLC
✚
|
0.1 | |
|
Yoffe Investment Management LLC
✚
|
PA | 0.1 |
|
BPC Advisors LLC
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|
NY | 0.1 |
|
Wealth Engineering LLC
✚
|
AZ | 0.1 |
|
Shuttleworth & Company
✚
|
OH | 0.1 |
|
Pearl Wealth LLC
✚
|
OR | 0.1 |
|
Stonekeep Investments LLC
✚
|
0.1 | |
|
SAFS LLC
✚
|
PA | 0.1 |
|
North Shore Investment Consulting LLC
✚
|
IL | 0.1 |
|
LWM Advisors Inc
✚
|
CA | 0.1 |