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| Happy Holidays!! thanks for using AUM13F!! |
| Red Mountain Financial LLC
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| CRD # | 277100 |
| SEC # | 801-128506 |
| CIK # | 0001997650 |
| AUM | $174.4 M (2025-03-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 970-658-0946 |
| Address | 1136 East Stuart Street Fort Collins, CO 80525 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001997650 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.2 | ||
| Nvidia Corp | 3.6 | ||
| iShares Comex Gold Trust | 2.8 | ||
| Broadcom Inc | 2.4 | ||
| Costco Wholesale Corp /NEW | 1.6 | ||
| Alphabet Inc | 1.6 | ||
| Microsoft Corp | 1.4 | ||
| Wal Mart Stores Inc | 1.3 | ||
| Corteva Inc | 1.1 | ||
| Lockheed Martin Corp | 0.9 | ||
| DowDupont Inc | 0.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 25.3 |
| (b) Individuals (high net worth individuals) | 79 | 149.1 |
| (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 | 353 | 174.4 |
| By Discretionary | ||
| Discretionary | 200 | 121.6 |
| Non-Discretionary | 153 | 52.8 |
| Total | 353 | 174.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.4 | |
| Total | 353 | 174.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001997650] |
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|---|---|---|
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0.2 | |
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Fell Capital Management
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CA | 0.2 |
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KMT Wealth Management LLC
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KS | 0.2 |
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Smith Partners Wealth Management LLC
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Sandia Wealth Management LLC
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NM | 0.2 |
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Hudson Portfolio Management LLC
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NY | 0.2 |
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Renaud & Company LLC
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MO | 0.2 |
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Kleinhenz & Associates Ltd
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0.2 |