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| Tyler-Stone Wealth Management LLC
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| |
|---|---|
| CRD # | 173667 |
| SEC # | 801-80876 |
| CIK # | 0001912584 |
| AUM | $460.3 MM (2024-03-23) |
| Employees | 26 (77% Investors, 81% Brokers) |
| Phone | 216-295-0945 |
| Address | 3601 Green Road Beachwood, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 21.2 | |
| AAPL | 2,382,844.0 | 11.8 | |
| PH | 32,093.0 | 6.9 | |
| GOOG | 1,482,566.4 | 4.9 | |
| MSFT | 1,918,222.4 | 4.4 | |
| AMZN | 1,092,997.8 | 3.6 | |
| XOM | 385,508.3 | 3.4 | |
| BX | 69,051.8 | 3.3 | |
| PLTR | 19,053.8 | 2.6 | |
| GOOGL | 1,475,138.5 | 2.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,025 | 255.5 |
| (b) Individuals (high net worth individuals) | 88 | 186.4 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 4.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 3.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,599 | 460.3 |
| By Discretionary | ||
| Discretionary | 1,596 | 459.9 |
| Non-Discretionary | 3 | 0.4 |
| Total | 1,599 | 460.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 460.3 | |
| Total | 1,599 | 460.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001912584] |
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|---|---|---|
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TX | 0.5 |
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Firethorn Wealth Partners LLC
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