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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| True Vision MN LLC
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| CRD # | 322783 |
| SEC # | 801-126424 |
| CIK # | 0002013460 |
| AUM | $234.4 M (2025-02-14) |
| Employees | 6 (50% Investors, 17% Brokers) |
| Phone | 612-256-2208 |
| Address | 7616 Currell Boulevard Woodbury, MN 55125 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Graco Inc | 2.3 | ||
| iShares Comex Gold Trust | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 55.2 |
| (b) Individuals (high net worth individuals) | 117 | 179.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,121 | 234.4 |
| By Discretionary | ||
| Discretionary | 1,121 | 234.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,121 | 234.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.4 | |
| Total | 1,121 | 234.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002013460] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alchemi Wealth LLC
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|
CT | 0.2 |
|
Alpha Analytics Investment Group LLC
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CA | 0.2 |
|
Alliance Wealth Management Partners LLC
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TN | 0.2 |
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Silver Lake Capital Partners LLC
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TX | 0.2 |
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Cypress Capital Wealth Management LLC
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MI | 0.2 |
|
Checks & Balances Inc
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|
GA | 0.2 |
|
Mount Vernon Associates Inc
✚
|
MD | 0.2 |
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Kaizen Financial Strategies LLC
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CA | 0.2 |
|
Prospect Hill Management LLC
✚
|
0.2 | |
|
Sundvold Capital Management LLC
✚
|
MO | 0.2 |