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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Three Seasons Wealth
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|---|---|
| CRD # | 326517 |
| SEC # | 801-127982 |
| CIK # | 0002044495 |
| AUM | $361.7 M (2025-07-30) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 801-662-0585 |
| Address | 111 East Broadway Salt Lake City, UT 84111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 324.8 | ||
| Tesla Motors Inc | 209.9 | ||
| Apple Inc | 101.1 | ||
| Microsoft Corp | 44.1 | ||
| SPDR Gold Trust | 10.9 | ||
| VISA Inc | 3.2 | ||
| Netflix Inc | 2.8 | ||
| Alphabet Inc | 2.7 | ||
| Oracle Corp | 2.6 | ||
| Mastercard Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 42.5 |
| (b) Individuals (high net worth individuals) | 121 | 312.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 770 | 361.7 |
| By Discretionary | ||
| Discretionary | 692 | 339.5 |
| Non-Discretionary | 78 | 22.2 |
| Total | 770 | 361.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 361.7 | |
| Total | 770 | 361.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002044495] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MWM Group LLC
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|
NY | 0.4 |
|
Seaside Wealth Management Inc
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|
CA | 0.4 |
|
Womack Wealth Management Inc
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|
CA | 0.4 |
|
Transce3Nd LLC
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|
TX | 0.4 |
|
RFP Financial Group LLC
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|
GA | 0.4 |
|
Ferguson Shapiro LLC
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|
GA | 0.4 |
|
Saiph Capital LLC
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|
NJ | 0.4 |
|
Burford Brothers Inc
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|
TX | 0.4 |
|
The Professional Financial Company LLC
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|
UT | 0.4 |
|
Match Grade Advisors LLC
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|
SC | 0.4 |