|
⚲
|
| Keyboard |
| STW Associates
✚
|
|
|---|---|
| CRD # | 106196 |
| SEC # | 801-38647 |
| CIK # | |
| AUM | 152.8 M (2026-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 15 | 152.8 |
| (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 | 15 | 152.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 15 | 152.8 |
| Total | 15 | 152.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.8 | |
| Total | 15 | 152.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wise Wealth Partners LLC
✚
|
AZ | 153.5 M |
|
TME Financial Inc
✚
|
CA | 153.1 M |
|
East Coast Wealth Management Inc
✚
|
NJ | 153.0 M |
|
Blue Point Financial Inc
✚
|
ME | 152.7 M |
|
Garner Financial Management Inc
✚
|
CA | 152.6 M |
|
Balanz Advisors LLC
✚
|
FL | 152.6 M |
|
Troutman Wealth Management LLC
✚
|
PA | 152.5 M |
|
JCM Strategic Wealth Partners LLC
✚
|
IN | 152.4 M |
|
Northlanding Financial Partners LLC
✚
|
NY | 152.2 M |
|
Wellspring Advisors Inc
✚
|
OR | 152.2 M |