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| Occidental Asset Management LLC
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|---|---|
| CRD # | 168650 |
| SEC # | 801-78516 |
| CIK # | 0001770994 |
| AUM | 1,071.8 M (2026-06-25) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 650-344-1600 |
| Address | 301 California Drive 9 Burlingame, CA 94010 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 56.6 | ||
| Apple Inc | 45.9 | ||
| Microsoft Corp | 22.1 | ||
| Alphabet Inc | 17.3 | ||
| Facebook Inc | 12.9 | ||
| Amazon Com Inc | 10.4 | ||
| J P Morgan Chase & Co | 9.8 | ||
| Wal Mart Stores Inc | 9.6 | ||
| Morgan Stanley | 7.3 | ||
| Caterpillar Inc | 7.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 908 | 1,071.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,921 | 1,071.8 |
| By Discretionary | ||
| Discretionary | 1,921 | 1,071.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,921 | 1,071.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,071.8 | |
| Total | 1,921 | 1,071.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001770994] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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Allen Mooney & Barnes Investment Advisors LLC
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GA | 1,074.8 M |
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PARR McKnight Wealth Management Group LLC
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