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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Viawealth LLC
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|---|---|
| CRD # | 309043 |
| SEC # | 801-118904 |
| CIK # | 0001965401 |
| AUM | $241.5 M (2025-05-12) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 844-484-7849 |
| Address | 8700 State Line Rd Leawood, KS 66206 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.3 | ||
| Microsoft Corp | 7.6 | ||
| Graco Inc | 4.6 | ||
| Apple Inc | 3.4 | ||
| Amazon Com Inc | 3.4 | ||
| Alphabet Inc | 2.8 | ||
| Bank of America Corp /DE/ | 2.6 | ||
| AbbVie Inc | 2.6 | ||
| UnitedHealth Group Inc | 2.3 | ||
| Amgen Inc | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 20.9 |
| (b) Individuals (high net worth individuals) | 46 | 215.9 |
| (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 | 4.7 |
| (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 | 338 | 241.5 |
| By Discretionary | ||
| Discretionary | 338 | 241.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 338 | 241.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.5 | |
| Total | 338 | 241.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965401] |
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