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| SPWM Advisors LLC
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|---|---|
| CRD # | 328977 |
| SEC # | 801-129202 |
| CIK # | 0002111209 |
| AUM | 299.5 M (2026-06-29) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 231-668-6999 |
| Address | 134 W State Street Traverse City, MI 49684 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002111209 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 3.5 | ||
| Microsoft Corp | 3.3 | ||
| Nvidia Corp | 3.1 | ||
| Applied Materials Inc /DE | 2.7 | ||
| Alphabet Inc | 2.6 | ||
| Facebook Inc | 2.3 | ||
| Schwab Charles Corp | 1.9 | ||
| Priceline Com Inc | 1.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.8 | ||
| Philip Morris International Inc | 1.7 | ||
| Visa Inc | 1.6 | ||
| Alphabet Inc | 1.6 | ||
| Wellpoint Inc | 1.3 | ||
| Apple Inc | 1.2 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Qualcomm Inc/DE | 1.1 | ||
| Quintiles Transnational Holdings Inc | 1.1 | ||
| Starbucks Corp | 0.9 | ||
| Analog Devices Inc | 0.9 | ||
| Wells Fargo & Co/MN | 0.8 | ||
| Conocophillips | 0.8 | ||
| General Dynamics Corp | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 472 | 126.7 |
| (b) Individuals (high net worth individuals) | 97 | 165.3 |
| (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 | 19 | 3.5 |
| (h) Charitable organizations | 0 | 0.3 |
| (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 | 18 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 608 | 299.5 |
| By Discretionary | ||
| Discretionary | 608 | 299.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 608 | 299.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 299.5 | |
| Total | 608 | 299.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111209] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Advisors Network Inc
✚
|
NE | 300.3 M |
|
Optimum Financial Services LLC
✚
|
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|
Cathy Pareto and Associates Inc
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|
FL | 300.1 M |
|
Birchcreek Wealth Management LLC
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OH | 300.1 M |
|
Monterey Wealth Partners LLC
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|
GA | 300.1 M |
|
Capital West Partners LLC
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|
AZ | 300.0 M |
|
Silver Oak Wealth Advisors Services LLC
✚
|
CA | 300.0 M |
|
Hamrick Investment Counsel LLC
✚
|
WA | 299.2 M |
|
Physician Wealth Solutions Inc
✚
|
298.9 M | |
|
Crescent Hill Partners LLC
✚
|
NY | 298.8 M |