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| Happy Holidays!! thanks for using AUM13F!! |
| The Pines Wealth Management LLC
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| CRD # | 326353 |
| SEC # | 801-129712 |
| CIK # | 0002037426 |
| AUM | $419.5 M (2025-05-21) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 910-475-8312 |
| Address | 104 Bradford Village Court Southern Pines, NC 28387 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.2 | ||
| Nvidia Corp | 10.5 | ||
| Apple Inc | 8.9 | ||
| Amazon Com Inc | 8.7 | ||
| ETFS Precious Metals Basket Trust | 6.8 | ||
| Broadcom Inc | 6.5 | ||
| J P Morgan Chase & Co | 6.1 | ||
| Wal Mart Stores Inc | 5.3 | ||
| Lilly Eli & Co | 3.4 | ||
| Alphabet Inc | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 38.7 |
| (b) Individuals (high net worth individuals) | 134 | 373.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 7.2 |
| (n) Other | 0 | 0.0 |
| Total | 925 | 419.5 |
| By Discretionary | ||
| Discretionary | 925 | 419.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 925 | 419.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 419.5 | |
| Total | 925 | 419.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002037426] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Astoria Strategic Wealth Inc
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0.4 | |
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Laurus Global Equity Management Inc
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0.4 | |
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Joyce Wealth Management LLC
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TX | 0.4 |
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Balanced Wealth Group LLC
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OH | 0.4 |
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SMH Capital Advisors LLC
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TX | 0.4 |
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Comprehensive Financial Planning Inc
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PA | 0.4 |
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Sindia Capital Advisers LLC
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NJ | 0.4 |
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Bowman & Company SC
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|
WI | 0.4 |
|
Courage Miller Partners LLC
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|
VA | 0.4 |
|
Lane and Associates LLC
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NJ | 0.4 |