|
⚲
|
| Keyboard |
| PFW Advisors LLC
✚
|
|
|---|---|
| CRD # | 325119 |
| SEC # | 801-127980 |
| CIK # | 0001989744 |
| AUM | 393.2 M (2026-01-20) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 404-848-0950 |
| Address | 3350 Riverwood Pkwy SE Atlanta, GA 30339-6401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001989744 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Coca Cola Co | 0.0 | ||
| Vulcan Materials Co | 0.0 | ||
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
| FPL Group Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Illinois Tool Works Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 24.1 |
| (b) Individuals (high net worth individuals) | 74 | 362.7 |
| (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 | 3.3 |
| (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 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 371 | 393.2 |
| By Discretionary | ||
| Discretionary | 368 | 392.3 |
| Non-Discretionary | 3 | 1.0 |
| Total | 371 | 393.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 393.2 | |
| Total | 371 | 393.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001989744] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
AJ Advisors LLC
✚
|
TN | 393.9 M |
|
Virginia Wealth Management Group Inc
✚
|
VA | 393.8 M |
|
Bellevue Asset Management LLC
✚
|
WA | 393.7 M |
|
ACAS LLC
✚
|
CA | 393.4 M |
|
Core Wealth Partners LLC
✚
|
CA | 393.2 M |
|
Causey Wealth LLC
✚
|
CO | 393.2 M |
|
Key Capital Management Inc
✚
|
TN | 393.0 M |
|
C C Dunnavan & Co Inc
✚
|
MN | 392.7 M |
|
Atlatl Advisers LLC
✚
|
WI | 392.7 M |
|
Panoramic Capital Partners LLC
✚
|
OR | 392.7 M |