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| Happy Holidays!! thanks for using AUM13F!! |
| Strategies Wealth Advisors LLC
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| CRD # | 289913 |
| SEC # | 801-112177 |
| CIK # | 0001976435 |
| AUM | $2.4 B (2025-05-08) |
| Employees | 30 (60% Investors, 0% Brokers) |
| Phone | 616-719-5007 |
| Address | 171 Monroe Ave NW Grand Rapids, MI 49503 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001976435 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.2 | ||
| Microsoft Corp | 7.8 | ||
| Amazon Com Inc | 7.0 | ||
| Apple Inc | 6.0 | ||
| Facebook Inc | 5.2 | ||
| Lilly Eli & Co | 3.0 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Strategies TRM Equity Fund II Access Fund LLC | 2023-02-15 | 30.2 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 347 | 0.1 |
| (b) Individuals (high net worth individuals) | 322 | 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 | 67 | 0.4 |
| (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 | 13 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,295 | 2.4 |
| By Discretionary | ||
| Discretionary | 3,231 | 2.1 |
| Non-Discretionary | 64 | 0.3 |
| Total | 3,295 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 3,295 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001976435] |
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