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| Viawealth LLC
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| |
|---|---|
| CRD # | 309043 |
| SEC # | 801-118904 |
| CIK # | 0001965401 |
| AUM | $211.9 MM (2024-03-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 844-484-7849 |
| Address | 8700 State Line Rd Leawood, KS 66206 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 7.6 | |
| MSFT | 1,918,222.4 | 6.7 | |
| GGG | 10,096.1 | 4.4 | |
| UNH | 477,004.0 | 4.1 | |
| AAPL | 2,382,844.0 | 3.7 | |
| GOOGL | 1,475,138.5 | 3.7 | |
| AMZN | 1,092,997.8 | 3.5 | |
| ABBV | 269,466.6 | 2.5 | |
| AMGN | 130,083.0 | 2.4 | |
| BAC | 278,315.2 | 2.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 17.1 |
| (b) Individuals (high net worth individuals) | 43 | 191.0 |
| (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 | 1 | 3.8 |
| (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 | 308 | 211.9 |
| By Discretionary | ||
| Discretionary | 308 | 211.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 308 | 211.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.9 | |
| Total | 308 | 211.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001965401] |
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