Richard W Paul & Associates LLC

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Assets, Funds, Holdings

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Richard W Paul & Associates LLC
CRD #156812
SEC #801-116985
CIK #0001964203
AUM $292.6 MM (2024-02-19)
Employees 9 (78% Investors, 22% Brokers)
Phone248-305-9911
Address39555 Orchard Hill Place
Novi, MI 48375
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
3002401801206002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 4.8
MSFT 1,918,222.4 4.3
NVDA 399,550.0 2.6
COIN 13,404.0 2.3
AMZN 1,092,997.8 2.2
GOOG 1,482,566.4 2.0
META 434,852.0 2.0
 
 
 
 
Holdings by Sector ($MM)
3002401801206002021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 397 86.5
(b) Individuals (high net worth individuals) 248 205.9
(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 0.2
(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 1,765 292.6
By Discretionary
Discretionary 1,765 292.6
Non-Discretionary 0 0.0
Total 1,765 292.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 292.6
Total 1,765 292.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001964203]
Comparable Firms State AUM ($BB)
TRED Avon Family Wealth LLC
MD 0.3
Longview Asset Management LLC
NM 0.3
Alpha Leonis Partners LLC
NY 0.3
Wealthharbor Capital Group LLC
LA 0.3
Causey Wealth LLC
CO 0.3
Note Advisors LLC
NY 0.3
Wayfinding Financial LLC
WA 0.3
Spectrum Financial Inc
VA 0.3
Crescent Hill Partners LLC
NY 0.3
Wealth Management Consultants Colorado LLC
TX 0.3
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