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| NVWM LLC
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|---|---|
| CRD # | 152301 |
| SEC # | 801-70883 |
| CIK # | 0001697274 |
| AUM | 713.5 M (2026-04-24) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 866-899-0068 |
| Address | 820 Township Line Road Yardley, PA 19067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.9 | ||
| Microsoft Corp | 15.1 | ||
| Nvidia Corp | 14.8 | ||
| Amazon Com Inc | 14.2 | ||
| SPDR Gold Trust | 11.6 | ||
| Alphabet Inc | 11.5 | ||
| Broadcom Inc | 7.8 | ||
| Facebook Inc | 7.0 | ||
| Netflix Inc | 5.4 | ||
| Applied Materials Inc /DE | 5.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 389 | 108.3 |
| (b) Individuals (high net worth individuals) | 173 | 532.2 |
| (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 | 17 | 52.5 |
| (h) Charitable organizations | 9 | 19.4 |
| (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 | 2 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,783 | 713.5 |
| By Discretionary | ||
| Discretionary | 1,781 | 713.3 |
| Non-Discretionary | 2 | 0.1 |
| Total | 1,783 | 713.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 713.5 | |
| Total | 1,783 | 713.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697274] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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