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Redmont Wealth Advisors LLC
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CRD # | 310981 |
SEC # | 801-119671 |
CIK # | 0001910482 |
AUM | $187.1 MM (2024-03-28) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 312-848-1136 |
Address | 444 W Lake St Chicago, IL 60606 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
CSWC | 480.2 | 1.9 | |
SGC | 290.6 | 1.1 | |
JEF | 6,766.0 | 1.0 | |
CW | 5,042.1 | 0.7 | |
SLM | 4,334.3 | 0.7 | |
MLR | 258.4 | 0.7 | |
EZPW | 430.6 | 0.7 | |
MBCN | 163.3 | 0.7 | |
MSFT | 1,918,222.4 | 0.7 | |
NRIM | 242.6 | 0.7 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 37 | 185.1 |
(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 | 5 | 2.0 |
Total | 139 | 187.1 |
By Discretionary | ||
Discretionary | 134 | 185.1 |
Non-Discretionary | 5 | 2.0 |
Total | 139 | 187.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 187.1 | |
Total | 139 | 187.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001910482] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Horizon Wealth Advisors LLC
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|
FL | 0.2 |
Black Point Wealth Management LLC
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|
FL | 0.2 |
Cruice Investment Advisors Ltd
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CT | 0.2 |
Redwood Financial Network Corp
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|
OH | 0.2 |
BPP Wealth Solutions LLC
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|
NJ | 0.2 |
The Wealth Coach LLC
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|
TX | 0.2 |
Cerasus Advisors Inc
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|
FL | 0.2 |
Cape Ann Capital Inc
✚
|
MA | 0.2 |
Bullock Wealth Management Group Inc
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|
IN | 0.2 |
Saxon Securities LLC
✚
|
CA | 0.2 |