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| Happy Holidays!! thanks for using AUM13F!! |
| Rench Wealth Management Inc
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| CRD # | 159983 |
| SEC # | 801-72962 |
| CIK # | 0001599016, 0000159901 |
| AUM | $442.6 M (2025-03-27) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 940-387-7526 |
| Address | 2556 Lillian Miller Parkway Denton, TX 76210-7207 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 33.8 | ||
| Microsoft Corp | 24.3 | ||
| Apple Inc | 19.1 | ||
| Gallagher Arthur J & Co | 15.8 | ||
| J P Morgan Chase & Co | 14.6 | ||
| Amazon Com Inc | 11.7 | ||
| Alphabet Inc | 10.2 | ||
| Abbott Laboratories | 9.2 | ||
| Procter & Gamble Co | 8.9 | ||
| Johnson & Johnson | 8.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 52.5 |
| (b) Individuals (high net worth individuals) | 134 | 388.5 |
| (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 | 1.7 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 273 | 442.6 |
| By Discretionary | ||
| Discretionary | 273 | 442.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 273 | 442.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 442.6 | |
| Total | 273 | 442.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001599016] |
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IN | 0.4 |
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Prosperity Wealth Management Inc
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Trinity Financial Partners II LLC
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William Madison Advisors Inc
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TX | 0.4 |