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| Talisman Wealth Advisors LLC
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| |
|---|---|
| CRD # | 313283 |
| SEC # | 801-120785 |
| CIK # | 0001962685 |
| AUM | $192.1 MM (2024-08-21) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 908-519-8120 |
| Address | 1162 Springfield Ave Mountainside, NJ 07092 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 3.0 | |
| AAPL | 2,382,844.0 | 2.7 | |
| NVDA | 399,550.0 | 2.0 | |
| JNJ | 465,600.2 | 1.9 | |
| JPM | 340,169.2 | 1.5 | |
| ADP | 89,423.0 | 1.3 | |
| BDX | 69,706.9 | 1.1 | |
| LLY | 301,789.7 | 1.0 | |
| NEE | 150,166.4 | 1.0 | |
| XOM | 385,508.3 | 0.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 21.1 |
| (b) Individuals (high net worth individuals) | 67 | 166.9 |
| (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 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 472 | 192.1 |
| By Discretionary | ||
| Discretionary | 472 | 192.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 472 | 192.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.1 | |
| Total | 472 | 192.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001962685] |
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|---|---|---|
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