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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| SPWM Advisors LLC
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| CRD # | 328977 |
| SEC # | 801-129202 |
| CIK # | |
| AUM | $225.8 M (2025-04-16) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 231-668-6999 |
| Address | 134 W State Street Traverse City, MI 49684 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 483 | 79.0 |
| (b) Individuals (high net worth individuals) | 61 | 136.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.1 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,100 | 225.8 |
| By Discretionary | ||
| Discretionary | 1,100 | 225.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,100 | 225.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.8 | |
| Total | 1,100 | 225.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CQ Wealth Advisors Inc
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|
CA | 0.2 |
|
Hunter Lewis LLC
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VA | 0.2 |
|
Redwood Financial Network Corp
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OH | 0.2 |
|
724 Capital LLC
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0.2 | |
|
The Ehrlich Group LLC
✚
|
CA | 0.2 |
|
Efinancial Alliance LLC
✚
|
TN | 0.2 |
|
Magnolia Private Wealth LLC
✚
|
PA | 0.2 |
|
Pan Global Advisers LLC
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|
CA | 0.2 |
|
Waterstone Financial Advisory LLC
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|
FL | 0.2 |
|
JW Korth & Company Limited Partnership
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|
MI | 0.2 |