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| Happy Holidays!! thanks for using AUM13F!! |
| Vanweelden Wealth Management LLC
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|---|---|
| CRD # | 290308 |
| SEC # | 801-131024 |
| CIK # | 0001740451 |
| AUM | $119.7 M (2025-06-25) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 513-942-8961 |
| Address | 8905 Cincinnati Dayton Rd West Chester Township, OH 45069 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Procter & Gamble Co | 2.1 | |
| Sprott Physical Gold Trust | 1.3 | |
| Microsoft Corp | 0.6 | |
| Sprott Physical Silver Trust | 0.3 | |
| Apple Inc | 0.3 | |
| McDonalds Corp | 0.3 | |
| Coca Cola Co | 0.3 | |
| American Realty Capital Global Daily Net Asset Value Trust Inc | 0.3 | |
| Cintas Corp | 0.2 | |
| US Bancorp de | 0.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 217 | 52.9 |
| (b) Individuals (high net worth individuals) | 66 | 66.8 |
| (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 | 530 | 119.7 |
| By Discretionary | ||
| Discretionary | 530 | 119.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 530 | 119.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.7 | |
| Total | 530 | 119.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001740451] |
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|---|---|---|
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CT | 0.1 |
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Vision Financial Management LLC
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OH | 0.1 |
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VA | 0.1 |
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NM | 0.1 |
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PA | 0.1 |
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Goldfarb Financial Management LLC
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0.1 | |
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TX | 0.1 |
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WA | 0.1 |
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AXIM Wealth Management LLC
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OH | 0.1 |