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| Tencap Wealth Coaching LLC
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|---|---|
| CRD # | 166130 |
| SEC # | 801-130427 |
| CIK # | |
| AUM | $117.2 M (2025-06-26) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 801-337-5032 |
| Address | 1314 West 11400 South South Jordan, UT 84095 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 408 | 65.6 |
| (b) Individuals (high net worth individuals) | 21 | 51.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 70 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,025 | 117.2 |
| By Discretionary | ||
| Discretionary | 1,025 | 117.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,025 | 117.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.2 | |
| Total | 1,025 | 117.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Verus Wealth Management LLC
✚
|
WI | 0.1 |
|
Investment & Retirement Advisors LLC
✚
|
TN | 0.1 |
|
Sonnet LLC
✚
|
TX | 0.1 |
|
Fort Harris Consulting Inc
✚
|
GA | 0.1 |
|
Cherokee & Walker Management LLC
✚
|
UT | 0.1 |
|
Charis Legacy Partners LLC
✚
|
TX | 0.1 |
|
Truehaven Capital LLC
✚
|
TN | 0.1 |
|
Hayes Asset Management LLC
✚
|
NY | 0.1 |
|
Vista CIMA Wealth Management LLC
✚
|
0.1 | |
|
S Capital Wealth Advisors LLC
✚
|
MN | 0.1 |