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| Happy Holidays!! thanks for using AUM13F!! |
| SLK Private Wealth Management LLC
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|---|---|
| CRD # | 333932 |
| SEC # | 801-131749 |
| CIK # | |
| AUM | $1.6 B (2025-06-09) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 424-500-4613 |
| Address | 10877 Wilshire Boulevard Los Angeles, CA 90024 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 743 | 239.8 |
| (b) Individuals (high net worth individuals) | 2,150 | 1,406.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,893 | 1,646.2 |
| By Discretionary | ||
| Discretionary | 2,202 | 1,364.2 |
| Non-Discretionary | 691 | 282.0 |
| Total | 2,893 | 1,646.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,646.2 | |
| Total | 2,893 | 1,646.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealhouse Capital Limited Partnership
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|
1.7 | |
|
Slatestone Wealth LLC
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|
FL | 1.7 |
|
The Edgar Lomax Company
✚
|
VA | 1.7 |
|
Nottingham Advisors Inc
✚
|
NY | 1.7 |
|
Hudson Valley Investment Advisors Inc
✚
|
NY | 1.7 |
|
Kanawha Capital Management LLC
✚
|
VA | 1.6 |
|
Cahaba Wealth Management Inc
✚
|
GA | 1.6 |
|
Mosaic Family Wealth Partners LLC
✚
|
MO | 1.6 |
|
Aveo Capital Partners LLC
✚
|
CO | 1.6 |
|
Althum Advisors LLC
✚
|
FL | 1.6 |