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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Roger Wittlin Investment Advisory LLC
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|---|---|
| CRD # | 292577 |
| SEC # | 801-121381 |
| CIK # | 0001911328 |
| AUM | $363.0 M (2025-03-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-696-4044 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 1.6 | ||
| SPDR Gold Trust | 1.0 | ||
| iShares Comex Gold Trust | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 161.0 |
| (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 | 2 | 13.0 |
| (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 | 1 | 1.0 |
| (n) Other | 10 | 188.0 |
| Total | 26 | 363.0 |
| By Discretionary | ||
| Discretionary | 24 | 251.0 |
| Non-Discretionary | 2 | 112.0 |
| Total | 26 | 363.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 129.0 | |
| United States Persons | 234.0 | |
| Total | 26 | 363.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911328] |
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