⚲
|
Talisman Wealth Advisors LLC
✚
| |
---|---|
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) |
---|
CIK | Period |
---|---|
0001962685 | |
/ |
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
Microsoft Corp | 1,918,222.4 | 3.0 | |
Apple Inc | 2,382,844.0 | 2.7 | |
Nvidia Corp | 399,550.0 | 2.0 | |
Johnson & Johnson | 465,600.2 | 1.9 | |
J P Morgan Chase & Co | 340,169.2 | 1.5 | |
Automatic Data Processing Inc | 89,423.0 | 1.3 | |
Becton Dickinson & Co | 69,706.9 | 1.1 | |
Lilly Eli & Co | 301,789.7 | 1.0 | |
FPL Group Inc | 150,166.4 | 1.0 | |
Exxon Mobil Corp | 385,508.3 | 0.9 | |
Coca Cola Co | 269,985.6 | 0.9 | |
Amazon Com Inc | 1,092,997.8 | 0.9 | |
Home Depot Inc | 277,648.0 | 0.8 | |
Prev | Page 1 | Next |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 51 | 21.1 |
(b) Individuals (high net worth individuals) | 67 | 166.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 4.1 |
(n) Other | 0 | 0.0 |
Total | 472 | 192.1 |
By Discretionary | ||
Discretionary | 472 | 192.1 |
Non-Discretionary | 0 | 0.0 |
Total | 472 | 192.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 192.1 | |
Total | 472 | 192.1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001962685] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Hicks Capital Management LLC
✚
|
OH | 0.2 |
GMG Private Counsel ULC
✚
|
0.2 | |
Innova Advisors LLC
✚
|
FL | 0.2 |
Octavia Investments LLC
✚
|
NV | 0.2 |
Griffiths Dreher & Evans PS CPAS
✚
|
WA | 0.2 |
Iwealth Financial LLC
✚
|
MN | 0.2 |
Prairie Rivers Investments LLC
✚
|
IL | 0.2 |
1492 Capital Management LLC
✚
|
WI | 0.2 |
Glass Wealth Management Co LLC
✚
|
TX | 0.2 |
Lake Tahoe Wealth Management Inc
✚
|
CA | 0.2 |