|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| RIA Services LLC
✚
|
|
|---|---|
| CRD # | 281520 |
| SEC # | 801-120760 |
| CIK # | |
| AUM | $221.7 M (2025-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 262-226-2729 |
| Address | 1755 W Paradise Dr West Bend, WI 53095 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 408 | 150.1 |
| (b) Individuals (high net worth individuals) | 47 | 71.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,053 | 221.7 |
| By Discretionary | ||
| Discretionary | 1,053 | 221.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,053 | 221.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.7 | |
| Total | 1,053 | 221.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wharton Midmarket Investment Advisors Inc
✚
|
CT | 0.2 |
|
Cassedy Financial Group Inc
✚
|
FL | 0.2 |
|
Atlas Wealth Partners LLC
✚
|
PA | 0.2 |
|
Atwater Wealth Management Inc
✚
|
MA | 0.2 |
|
Legend Capital Advisors LLC
✚
|
NY | 0.2 |
|
Loudon Investment Management LLC
✚
|
NH | 0.2 |
|
Aqua Advisors LLC
✚
|
0.2 | |
|
Birch Financial Group LLC
✚
|
NH | 0.2 |
|
Rightwealth Advisors LLC
✚
|
OH | 0.2 |
|
Pillar Wealth Management LLC
✚
|
0.2 |