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| Happy Holidays!! thanks for using AUM13F!! |
| Persium Advisors LLC
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| CRD # | 128335 |
| SEC # | 801-71127 |
| CIK # | 0002033683 |
| AUM | $456.3 M (2025-03-25) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 678-322-3000 |
| Address | 2100 RiverEdge Parkway Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002033683 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 2.3 | ||
| Apple Inc | 1.3 | ||
| Microsoft Corp | 1.2 | ||
| Conocophillips | 1.0 | ||
| AT&T Inc | 1.0 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Amazon Com Inc | 1.0 | ||
| Denali Holding Inc | 0.9 | ||
| International Business Machines Corp | 0.9 | ||
| Abbott Laboratories | 0.8 | ||
| Cisco Systems Inc | 0.8 | ||
| Facebook Inc | 0.8 | ||
| Verizon Communications Inc | 0.8 | ||
| Broadcom Inc | 0.8 | ||
| Duke Energy Corp | 0.8 | ||
| Wal Mart Stores Inc | 0.7 | ||
| Honeywell International Inc | 0.7 | ||
| Total Sa | 0.7 | ||
| United Technologies Corp /DE/ | 0.7 | ||
| MetLife Inc | 0.7 | ||
| Medtronic Holdings Ltd | 0.7 | ||
| Honda Motor Co Ltd | 0.7 | ||
| Exxon Mobil Corp | 0.7 | ||
| Lam Research Corp | 0.7 | ||
| Priceline Com Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 33.7 |
| (b) Individuals (high net worth individuals) | 58 | 277.9 |
| (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 | 11 | 143.8 |
| (h) Charitable organizations | 1 | 0.7 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 421 | 456.3 |
| By Discretionary | ||
| Discretionary | 421 | 456.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 421 | 456.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 456.3 | |
| Total | 421 | 456.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002033683] |
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|---|---|---|
|
SPG Advisors LLC
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|
WA | 0.5 |
|
Northern Capital Management Inc
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WA | 0.5 |
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Stewardship Advisors LLC
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PA | 0.5 |
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Clark Financial Services Group Inc
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MO | 0.5 |
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Brueske Advisory Services LLC
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WA | 0.5 |
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Aspire Private Capital LLC
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Perceptive Edge Investment Management Inc
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MN | 0.5 |
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Wealth Advisors of Iowa LLC
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|
IA | 0.5 |
|
Jazz Wealth Managers Inc
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|
FL | 0.5 |
|
Atticus Wealth Management LLC
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|
FL | 0.4 |