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| Happy Holidays!! thanks for using AUM13F!! |
| The High Net Worth Advisory Group LLC
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| CRD # | 309997 |
| SEC # | 801-119234 |
| CIK # | 0001919142 |
| AUM | $769.8 M (2025-01-29) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 866-906-2325 |
| Address | 8880 Tamiami Trail North Naples, FL 34108 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001919142 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 17.7 | ||
| Apple Inc | 11.8 | ||
| AbbVie Inc | 8.5 | ||
| Microsoft Corp | 6.5 | ||
| Amazon Com Inc | 5.8 | ||
| Abbott Laboratories | 5.1 | ||
| Amgen Inc | 4.2 | ||
| PepsiCo Inc | 3.7 | ||
| Hubspot Inc | 3.6 | ||
| Home Depot Inc | 3.6 | ||
| Lilly Eli & Co | 3.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 288 | 128.9 |
| (b) Individuals (high net worth individuals) | 122 | 507.2 |
| (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 | 1 | 0.2 |
| (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 | 1 | 12.4 |
| Total | 1,057 | 648.7 |
| By Discretionary | ||
| Discretionary | 1,007 | 617.5 |
| Non-Discretionary | 50 | 31.2 |
| Total | 1,057 | 648.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 646.4 | |
| Total | 1,057 | 648.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001919142] |
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|---|---|---|
|
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IN | 0.8 |
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Carson Advisory Inc
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Alteri Wealth LLC
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Edge Wealth Management LLC
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Findec Wealth Services Inc
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CA | 0.8 |
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FSA Wealth Partners Inc
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MD | 0.8 |
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CCG Wealth Management LLC
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CA | 0.8 |
|
Private Wealth Management Inc
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TN | 0.8 |
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Burling Wealth Partners LLC
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IL | 0.8 |