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| Happy Holidays!! thanks for using AUM13F!! |
| Vann Equity Management LLC
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| CRD # | 174239 |
| SEC # | 801-80766 |
| CIK # | |
| AUM | $203.6 M (2025-06-09) |
| Employees | 6 (100% Investors, 17% Brokers) |
| Phone | 214-983-0346 |
| Address | 4975 Preston Park Blvd 490 Plano, TX 75093 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 12.4 |
| (b) Individuals (high net worth individuals) | 85 | 169.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 6.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 16.2 |
| (n) Other | 0 | 0.0 |
| Total | 174 | 203.6 |
| By Discretionary | ||
| Discretionary | 174 | 203.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 174 | 203.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 203.6 | |
| Total | 174 | 203.6 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Fusion Investment Advisors LLC
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|
TX | 1.1 |
|
Vann Equity Management LLC
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|
TX | 0.2 |
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|---|---|---|
|
Lionshead Wealth Management LLC
✚
|
NY | 0.2 |
|
Millennial Wealth LLC
✚
|
0.2 | |
|
Commonwealth Financial Planners Inc
✚
|
GA | 0.2 |
|
Pathwise Wealth Partners LLC
✚
|
CA | 0.2 |
|
Petrovic Financial Solutions LLC
✚
|
KS | 0.2 |
|
Wisdom Index Advisors LLC
✚
|
TX | 0.2 |
|
Premier Estate Planners LLC
✚
|
MI | 0.2 |
|
Salus Financial Advisors LLC
✚
|
0.2 | |
|
Novus Advisors LLC
✚
|
SC | 0.2 |
|
Smart Portfolios LLC
✚
|
WA | 0.2 |