|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Springvest Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 329297 |
| SEC # | 801-129657 |
| CIK # | 0002058986 |
| AUM | $206.3 M (2025-03-17) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 469-357-6370 |
| Address | 14785 Preston Road Dallas, TX 75254 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| American Electric Power Co Inc | 3.6 | ||
| SPDR Gold Trust | 1.9 | ||
| Apple Inc | 1.0 | ||
| Nvidia Corp | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 31.0 |
| (b) Individuals (high net worth individuals) | 43 | 164.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 11.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 406 | 206.3 |
| By Discretionary | ||
| Discretionary | 406 | 206.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 406 | 206.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.3 | |
| Total | 406 | 206.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002058986] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Plum Pointe Wealth Management LLC
✚
|
RI | 0.2 |
|
Transcend Advisor Group LLC
✚
|
WI | 0.2 |
|
Cladis Investment Advisory LLC
✚
|
MT | 0.2 |
|
We Alliance Wealth Advisors Inc
✚
|
CA | 0.2 |
|
Strategic Wealth Capital LLC
✚
|
CA | 0.2 |
|
SLT Holdings LLC
✚
|
AZ | 0.2 |
|
Shelter Rock Management LLC
✚
|
NY | 0.2 |
|
Jones Kertz & Associates Inc
✚
|
MN | 0.2 |
|
Chesapeake Investment Management LLC
✚
|
VA | 0.2 |
|
Ascend Interplay LLC
✚
|
NY | 0.2 |