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| Strategies Wealth Advisors LLC
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| |
|---|---|
| CRD # | 289913 |
| SEC # | 801-112177 |
| CIK # | 0001976435 |
| AUM | $2.0 BB (2024-03-21) |
| Employees | 26 (69% Investors, 0% Brokers) |
| Phone | 616-719-5007 |
| Address | 171 Monroe Ave NW Grand Rapids, MI 49503 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 4.4 | ||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Strategies TRM Equity Fund II Access Fund LLC | 2023-02-15 | 3.2 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 0.1 |
| (b) Individuals (high net worth individuals) | 398 | 1.9 |
| (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 | 3 | 0.1 |
| (h) Charitable organizations | 1 | 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 | 14 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,002 | 2.0 |
| By Discretionary | ||
| Discretionary | 2,940 | 1.7 |
| Non-Discretionary | 62 | 0.3 |
| Total | 3,002 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 3,002 | 2.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001976435] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
A&J Wealth Strategies LLC
✚
|
NY | 2.4 |
|
Hollencrest Capital Management LLC
✚
|
CA | 2.4 |
|
New Republic Capital LLC
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|
NC | 2.3 |
|
Ohana Advisors Management LLC
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|
CA | 2.1 |
|
S & Co Inc
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|
MA | 2.1 |
|
Grey Street Capital LLC
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|
IL | 2.0 |
|
Breed's Hill Capital LLC
✚
|
MA | 2.0 |
|
Patten and Patten Inc
✚
|
TN | 1.9 |
|
Callan Capital LLC
✚
|
CA | 1.9 |
|
RAGA Partners LP
✚
|
NY | 1.7 |