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| US Wealth Group LLC
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|---|---|
| CRD # | 141062 |
| SEC # | 801-66977 |
| CIK # | 0001767474, 0001512780 |
| AUM | $116.6 MM (2023-03-29) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 516-682-9800 |
| Address | 7600 Jericho Turnpike Woodbury, NY 11797 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPTS | 2.6 | ||
| WFC | 152,296.4 | 0.8 | |
| AAPL | 2,382,844.0 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | US Wealth Capital Advisors LLC | [2017-03-23] | 3.9 | 2.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 48.0 |
| (b) Individuals (high net worth individuals) | 33 | 68.6 |
| (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 | 256 | 116.6 |
| By Discretionary | ||
| Discretionary | 256 | 116.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 256 | 116.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.6 | |
| Total | 256 | 116.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001512780] | |
| 13F-HR | [0001767474] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
US Wealth Group LLC
✚
|
NY | 0.1 |
|
US Wealth Capital Advisors LLC
✚
|
NY | 0.0 |
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|---|---|---|
|
Cedarview Capital Management LP
✚
|
NY | 0.1 |
|
EMC Capital Management LLC
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|
TX | 0.1 |
|
Gilead Capital LP
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|
NY | 0.1 |
|
Thompson Davis & Co Inc
✚
|
VA | 0.1 |
|
ACT Capital Management LLC
✚
|
PA | 0.1 |
|
Perkins Capital Management Inc
✚
|
MN | 0.1 |
|
Brandywine Asset Management Inc
✚
|
PA | 0.1 |
|
Schear Investment Advisers LLC
✚
|
OH | 0.1 |
|
Clutterbuck Capital Management LLC
✚
|
OH | 0.1 |
|
Conscious Endeavors LP
✚
|
NY | 0.1 |