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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Openair Financial LLC
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|---|---|
| CRD # | 300362 |
| SEC # | 801-127377 |
| CIK # | |
| AUM | $280.8 M (2025-02-19) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 214-233-6059 |
| Address | 280 Miron Drive Southlake, TX 76092 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 925 | 205.3 |
| (b) Individuals (high net worth individuals) | 115 | 75.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,024 | 280.8 |
| By Discretionary | ||
| Discretionary | 1,024 | 280.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,024 | 280.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 280.8 | |
| Total | 1,024 | 280.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sandeep Varma Wealth Strategies LLC
✚
|
CA | 0.3 |
|
Boulder Wealth Advisors LLC
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|
CO | 0.3 |
|
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MI | 0.3 |
|
Claris Financial LLC
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VA | 0.3 |
|
Fourth Dimension Wealth LLC
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OH | 0.3 |
|
Stonebridge Financial Planning Group LLC
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|
FL | 0.3 |
|
Pathways Advisory Group Inc
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|
CA | 0.3 |
|
Skyview Financial Group LLC
✚
|
FL | 0.3 |
|
Nelson Securities Inc
✚
|
WA | 0.3 |
|
Worth Asset Management LLC
✚
|
TX | 0.3 |