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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| STW Associates
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|---|---|
| CRD # | 106196 |
| SEC # | 801-38647 |
| CIK # | |
| AUM | $142.7 M (2025-03-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 415-460-6416 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 16 | 142.7 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 142.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 16 | 142.7 |
| Total | 16 | 142.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.7 | |
| Total | 16 | 142.7 |
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|---|---|---|
|
Great Lakes Wealth LLC
✚
|
MI | 0.1 |
|
Sterling Financial Advisors LLC
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|
0.1 | |
|
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CA | 0.1 |
|
Taurum Retirement Partners LLC
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AZ | 0.1 |
|
Grace Capital Management LLC
✚
|
TX | 0.1 |
|
Cannon Advisors Inc
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|
NC | 0.1 |
|
Haven Capital Group Inc
✚
|
CA | 0.1 |
|
Media Wealth LLC
✚
|
CA | 0.1 |
|
Seventwo LLC
✚
|
CO | 0.1 |
|
Wolfers Asset Management LLC
✚
|
0.1 |