|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Redmont Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 310981 |
| SEC # | 801-119671 |
| CIK # | 0001910482 |
| AUM | $237.7 M (2025-06-02) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 312-848-1136 |
| Address | 444 W Lake St Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001910482 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Capital Southwest Corp | 1.2 | ||
| SLM Corp | 1.0 | ||
| Curtiss Wright Corp | 0.7 | ||
| Northrim Bancorp Inc | 0.5 | ||
| Leucadia National Corp | 0.5 | ||
| Pitney Bowes Inc /DE/ | 0.5 | ||
| Middlefield Banc Corp | 0.5 | ||
| Superior Uniform Group Inc | 0.5 | ||
| Miller Industries Inc /TN/ | 0.5 | ||
| EZCORP Inc | 0.5 | ||
| Verizon Communications Inc | 0.5 | ||
| Patrick Industries Inc | 0.4 | ||
| AllianceBernstein Holding LP | 0.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 0.7 |
| (b) Individuals (high net worth individuals) | 28 | 234.2 |
| (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 | 1 | 2.8 |
| (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 | 180 | 237.7 |
| By Discretionary | ||
| Discretionary | 175 | 234.8 |
| Non-Discretionary | 5 | 2.9 |
| Total | 180 | 237.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.7 | |
| Total | 180 | 237.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910482] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
WIN Advisors Inc
✚
|
FL | 0.2 |
|
MHS Advisory Services LLC
✚
|
MN | 0.2 |
|
Ballast Rock Private Wealth LLC
✚
|
SC | 0.2 |
|
Valley Financial Group Inc
✚
|
PA | 0.2 |
|
Monterey Wealth Partners LLC
✚
|
GA | 0.2 |
|
Rainier Family Wealth Inc
✚
|
WA | 0.2 |
|
Varra Wealth Management LLC
✚
|
CO | 0.2 |
|
Aurora Investment Counsel
✚
|
GA | 0.2 |
|
Wisniewski Wealth Management LLC
✚
|
TX | 0.2 |
|
FSR Wealth Management Ltd
✚
|
IL | 0.2 |