|
⚲
|
| Keyboard |
| Taiko Private Wealth
✚
|
|
|---|---|
| CRD # | 329909 |
| SEC # | 801-129742 |
| CIK # | 0002025898 |
| AUM | 514.8 M (2026-05-06) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 312-300-4781 |
| Address | 225 W Randolph St Ste 3050 Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 42.9 | ||
| Northrop Grumman Corp /DE/ | 33.1 | ||
| Nvidia Corp | 25.8 | ||
| Microsoft Corp | 15.9 | ||
| Johnson & Johnson | 11.7 | ||
| Amazon Com Inc | 10.8 | ||
| Alphabet Inc | 10.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 190.6 |
| (b) Individuals (high net worth individuals) | 30 | 324.2 |
| (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 | 58 | 514.8 |
| By Discretionary | ||
| Discretionary | 55 | 333.9 |
| Non-Discretionary | 3 | 180.9 |
| Total | 58 | 514.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 514.8 | |
| Total | 58 | 514.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002025898] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Financial Network Wealth Advisors LLC
✚
|
UT | 515.4 M |
|
Prism Advisors Inc
✚
|
CA | 515.1 M |
|
Long Run Wealth Advisors LLC
✚
|
NY | 514.2 M |
|
Searcy Financial Services Inc
✚
|
KS | 514.0 M |
|
Uhler Vertich White Advisors LLC
✚
|
FL | 513.7 M |
|
Serenity Investment Advisors LLC
✚
|
IL | 513.6 M |
|
Allocator Solutions LLC
✚
|
MO | 513.5 M |
|
Elevatus Wealth Management LLC
✚
|
NY | 513.4 M |
|
Dew Point Capital Inc
✚
|
CA | 513.2 M |
|
GGM Financial LLC
✚
|
OH | 513.0 M |