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| Stoker Ostler Wealth Advisors Inc
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| |
|---|---|
| CRD # | 111320 |
| SEC # | 801-54265 |
| CIK # | 0001336488 |
| AUM | $2.6 BB (2024-08-29) |
| Employees | 26 (35% Investors, 0% Brokers) |
| Phone | 480-890-8088 |
| Address | 4900 N Scottsdale Road Scottsdale, AZ 85251 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AMZN | 1,093.0 | 46.4 | |
| AAPL | 2,382.8 | 17.7 | |
| TSLA | 723.4 | 11.5 | |
| MSFT | 1,918.2 | 8.2 | |
| RY | 136.4 | 8.2 | |
| NVDA | 399.6 | 7.9 | |
| TD | 118.7 | 4.9 | |
| GOOGL | 1,475.1 | 4.4 | |
| BNS | 71.2 | 3.4 | |
| META | 434.9 | 3.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | SO20 | 2016-03-30 | 0.0 | |
| Other | SO21 | 2016-03-30 | 0.0 | |
| Other | SO22 | 2016-03-30 | 0.0 | |
| Other | SO23 | 2016-03-30 | 0.0 | |
| Other | SO24 | 2016-03-30 | 0.0 | |
| Other | SO25 | 2016-03-30 | 0.0 | |
| Other | SO26 | 2016-03-30 | 0.0 | |
| Other | SO27 | 2016-03-30 | 0.0 | |
| Other | SO18 | 2013-04-02 | 0.0 | |
| Other | SO19 | 2013-04-02 | 0.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 628 | 0.3 |
| (b) Individuals (high net worth individuals) | 664 | 2.2 |
| (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 | 0.0 |
| (h) Charitable organizations | 7 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,225 | 2.6 |
| By Discretionary | ||
| Discretionary | 4,042 | 2.5 |
| Non-Discretionary | 183 | 0.1 |
| Total | 4,225 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 4,225 | 2.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001336488] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stash Investments LLC
✚
|
NY | 3.3 |
|
Maseco LLP
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|
3.3 | |
|
Bogart Wealth LLC
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|
VA | 2.6 |
|
Roffman Milller Associates Inc
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|
PA | 2.5 |
|
Chas P Smith & Associates PA Cpa's
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|
FL | 2.4 |
|
The Retirement Planning Group LLC
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|
KS | 2.3 |
|
Key Financial Inc
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|
PA | 2.2 |
|
Baltimore-Washington Financial Advisors Inc
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|
MD | 1.9 |
|
Motley Fool Wealth Management LLC
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|
VA | 1.9 |
|
John Hancock Personal Financial Services LLC
✚
|
MA | 1.9 |