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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Talisman Wealth Advisors LLC
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|---|---|
| CRD # | 313283 |
| SEC # | 801-120785 |
| CIK # | 0001962685 |
| AUM | $212.8 M (2025-03-30) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 908-519-8120 |
| Address | 1162 Springfield Ave Mountainside, NJ 07092 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.5 | ||
| Nvidia Corp | 3.3 | ||
| Apple Inc | 3.3 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Johnson & Johnson | 2.0 | ||
| Automatic Data Processing Inc | 1.3 | ||
| Amazon Com Inc | 1.2 | ||
| Broadcom Inc | 1.1 | ||
| Coca Cola Co | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 30.8 |
| (b) Individuals (high net worth individuals) | 63 | 178.3 |
| (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 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 513 | 212.8 |
| By Discretionary | ||
| Discretionary | 513 | 212.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 513 | 212.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.8 | |
| Total | 513 | 212.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001962685] |
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|---|---|---|
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FL | 0.2 |
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0.2 | |
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WV | 0.2 |
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NJ | 0.2 |
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Merrion Investment Management Co LLC
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NJ | 0.2 |