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| Systm Wealth Solutions LLC
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|
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|---|---|
| CRD # | 321267 |
| SEC # | 801-126218 |
| CIK # | 0001961893 |
| AUM | $684.9 MM (2023-03-29) |
| Employees | 6 (0% Investors, 17% Brokers) |
| Phone | 312-364-8706 |
| Address | 150 N Riverside Plaza Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 17.5 | |
| JNJ | 465,600.2 | 13.6 | |
| UPS | 157,208.0 | 11.7 | |
| PEP | 226,773.9 | 10.6 | |
| ACN | 179,517.0 | 9.4 | |
| GOOGL | 1,475,138.5 | 9.3 | |
| UNH | 477,004.0 | 9.0 | |
| AAPL | 2,382,844.0 | 8.8 | |
| MRK | 232,371.9 | 8.7 | |
| CSCO | 178,309.9 | 8.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 813 | 385.2 |
| (b) Individuals (high net worth individuals) | 12 | 103.1 |
| (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 | 14 | 12.4 |
| (n) Other | 0 | 0.0 |
| Total | 839 | 500.6 |
| By Discretionary | ||
| Discretionary | 839 | 500.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 839 | 500.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 500.6 | |
| Total | 839 | 500.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001961893] |
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|---|---|---|
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