USA Wealth Management LLC

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Assets, Funds, Holdings

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USA Wealth Management LLC
CRD #122082
SEC #801-61898
CIK #0002013988, 0001512780, 0001767474, 0002010748, 0002011342
AUM
Employees
Phone800-553-7526
Address6020 East Fulton Street
Ada, MI 49301-9106
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
1209672482402003201020172024
Sector Form 13F Holdings Value ($M)
Trebia Acquisition Corp 6.3
3M Co 1.1
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
4003202401608002016201920222026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 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 250 18.0
By Discretionary
Discretionary 250 18.0
Non-Discretionary 0 0.0
Total 250 18.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 18.0
Total 250 18.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001512780]
13F-HR [0001767474]
13F-HR [0002010748]
13F-HR [0002011342]
13F-HR [0002013988]
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tony@aum13f.com