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| Happy Holidays!! thanks for using AUM13F!! |
| TowerPoint Wealth LLC
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| CRD # | 288593 |
| SEC # | 801-110596 |
| CIK # | 0001731445 |
| AUM | $470.0 M (2025-03-12) |
| Employees | 9 (56% Investors, 33% Brokers) |
| Phone | 916-405-9140 |
| Address | 500 Capitol Mall Sacramento, CA 95814 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.1 | ||
| Lilly Eli & Co | 3.3 | ||
| iShares Comex Gold Trust | 3.3 | ||
| Nvidia Corp | 2.8 | ||
| Costco Wholesale Corp /NEW | 2.1 | ||
| Microsoft Corp | 2.0 | ||
| Wal Mart Stores Inc | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 377 | 106.7 |
| (b) Individuals (high net worth individuals) | 148 | 357.4 |
| (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 | 2.8 |
| (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 | 10 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,390 | 470.0 |
| By Discretionary | ||
| Discretionary | 1,389 | 468.7 |
| Non-Discretionary | 1 | 1.3 |
| Total | 1,390 | 470.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 469.7 | |
| Total | 1,390 | 470.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001731445] | |
| SC 13G | [0001731445] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| TowerPoint Wealth LLC | First Trust Exchange-Traded Fund III | [2021-07-07] |
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|---|---|---|
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TX | 0.5 |