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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Steadtrust LLC
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|---|---|
| CRD # | 334416 |
| SEC # | 801-131951 |
| CIK # | |
| AUM | $438.9 M (2025-06-02) |
| Employees | 9 (100% Investors, 100% Brokers) |
| Phone | 972-876-8422 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 475 | 175.6 |
| (b) Individuals (high net worth individuals) | 120 | 249.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 13.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,018 | 438.9 |
| By Discretionary | ||
| Discretionary | 1,018 | 438.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,018 | 438.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 438.9 | |
| Total | 1,018 | 438.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Global Trust Asset Management LLC
✚
|
FL | 0.4 |
|
ARC Advisory LLC
✚
|
CA | 0.4 |
|
AGH Wealth Advisors LLC
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KS | 0.4 |
|
BG Investment Services Inc
✚
|
0.4 | |
|
Essential Planning LLC
✚
|
NH | 0.4 |
|
Foguth Wealth Management LLC
✚
|
MI | 0.4 |
|
Ceeto Capital Group LLC
✚
|
FL | 0.4 |
|
Argent Wealth LLC
✚
|
MS | 0.4 |
|
Stiles Financial Services Incorporated
✚
|
MN | 0.4 |
|
Elevatus Wealth Management LLC
✚
|
NY | 0.4 |