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| Happy Holidays!! thanks for using AUM13F!! |
| Spyrnal Wealth Management LLC
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|---|---|
| CRD # | 299957 |
| SEC # | 801-129269 |
| CIK # | |
| AUM | $117.9 M (2025-06-13) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 239-282-2835 |
| Address | 5524 Avenue A Bokeelia, FL 33922 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 346 | 62.4 |
| (b) Individuals (high net worth individuals) | 30 | 52.0 |
| (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 | 3.1 |
| (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 | 0.3 |
| (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 | 384 | 117.9 |
| By Discretionary | ||
| Discretionary | 376 | 114.3 |
| Non-Discretionary | 8 | 3.6 |
| Total | 384 | 117.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.9 | |
| Total | 384 | 117.9 |
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|---|---|---|
|
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✚
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NY | 0.1 |
|
Stephen Craig Schulmerich
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0.1 | |
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Directional Asset Management LLC
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IL | 0.1 |
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Vision Investment Advisors LLC
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CT | 0.1 |
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HMS Financial Services LLC
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SC | 0.1 |
|
Sparrow Wealth Management Inc
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|
FL | 0.1 |
|
SFGA LLC
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|
HI | 0.1 |
|
Global Brokerage Services Inc
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|
MD | 0.1 |
|
Schmitt Wealth Advisers LLC
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|
OH | 0.1 |
|
Outbound Financial Inc
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|
CO | 0.1 |