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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| W Advisors LLC
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| CRD # | 168452 |
| SEC # | 801-78543 |
| CIK # | 0001929907 |
| AUM | $209.5 M (2025-03-19) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 901-410-8040 |
| Address | 2289 West Street Germantown, TN 38138 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.0 | ||
| Microsoft Corp | 7.6 | ||
| Merck & Co Inc | 5.8 | ||
| Exxon Mobil Corp | 3.8 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Nvidia Corp | 2.3 | ||
| Amazon Com Inc | 1.8 | ||
| Kroger Co | 1.7 | ||
| Lockheed Martin Corp | 1.6 | ||
| Coca Cola Co | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 20.6 |
| (b) Individuals (high net worth individuals) | 27 | 188.9 |
| (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 | 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 | 475 | 209.5 |
| By Discretionary | ||
| Discretionary | 327 | 129.4 |
| Non-Discretionary | 148 | 80.1 |
| Total | 475 | 209.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 209.5 | |
| Total | 475 | 209.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001929907] |
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