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| Happy Holidays!! thanks for using AUM13F!! |
| Tower View Wealth Management LLC
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| CRD # | 108739 |
| SEC # | 801-110226 |
| CIK # | 0001729045 |
| AUM | $281.9 M (2025-03-27) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 414-253-4096 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 9.8 | ||
| Microsoft Corp | 9.1 | ||
| Nvidia Corp | 8.3 | ||
| Lilly Eli & Co | 7.9 | ||
| VISA Inc | 6.8 | ||
| Marsh & McLennan Companies Inc | 6.7 | ||
| Costco Wholesale Corp /NEW | 6.7 | ||
| Amazon Com Inc | 6.6 | ||
| Philip Morris International Inc | 6.4 | ||
| Quanta Services Inc | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 37.5 |
| (b) Individuals (high net worth individuals) | 62 | 230.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 10.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 206 | 281.9 |
| By Discretionary | ||
| Discretionary | 206 | 281.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 206 | 281.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 281.9 | |
| Total | 206 | 281.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729045] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Boothe Investment Group Inc
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DE | 0.3 |
|
Theory Financial LLC
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|
CO | 0.3 |
|
Retirement Planning Group LLC
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NY | 0.3 |
|
Latko Wealth Management Ltd
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IL | 0.3 |
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Western Financial Corporation
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CA | 0.3 |
|
Ayrshire Capital Management LLC
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|
CT | 0.3 |
|
Artifex Financial Group LLC
✚
|
OH | 0.3 |
|
Luminvest Wealth Management LLC
✚
|
0.3 | |
|
Creegan & Nassoura Financial Group LLC
✚
|
NH | 0.3 |
|
Provider Financial Inc
✚
|
IN | 0.3 |