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| True Private Wealth Advisors LLC
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|
|---|---|
| CRD # | 164947 |
| SEC # | 801-76997 |
| CIK # | 0001667074 |
| AUM | $1.2 BB (2024-07-25) |
| Employees | 23 (100% Investors, 0% Brokers) |
| Phone | 503-400-3311 |
| Address | 1781 Liberty Street SE Salem, OR 97302 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 31.5 | |
| MSFT | 1,918,222.4 | 19.5 | |
| AMZN | 1,092,997.8 | 11.0 | |
| NVDA | 399,550.0 | 9.5 | |
| LLY | 301,789.7 | 7.6 | |
| COST | 207,576.9 | 6.6 | |
| JPM | 340,169.2 | 6.0 | |
| CVX | 294,604.1 | 5.6 | |
| GOOGL | 1,475,138.5 | 5.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,229 | 445.1 |
| (b) Individuals (high net worth individuals) | 340 | 774.0 |
| (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 | 4 | 3.4 |
| (h) Charitable organizations | 6 | 17.4 |
| (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 | 3 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 4,412 | 1,240.7 |
| By Discretionary | ||
| Discretionary | 4,412 | 1,240.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,412 | 1,240.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,240.7 | |
| Total | 4,412 | 1,240.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001667074] |
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|---|---|---|
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Brandywine Oak Private Wealth LLC
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PA | 1.3 |
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1.2 | |
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