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| W Advisors LLC
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| |
|---|---|
| CRD # | 168452 |
| SEC # | 801-78543 |
| CIK # | 0001929907 |
| AUM | $185.6 MM (2024-03-14) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 901-410-8040 |
| Address | 2289 West Street Germantown, TN 38138 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MRK | 232,371.9 | 9.5 | |
| AAPL | 2,382,844.0 | 8.0 | |
| MSFT | 1,918,222.4 | 6.8 | |
| XOM | 385,508.3 | 4.1 | |
| NVDA | 399,550.0 | 2.0 | |
| JPM | 340,169.2 | 1.7 | |
| KR | 34,654.6 | 1.7 | |
| LMT | 111,953.9 | 1.6 | |
| KO | 269,985.6 | 1.4 | |
| JNJ | 465,600.2 | 1.3 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 17.2 |
| (b) Individuals (high net worth individuals) | 25 | 168.4 |
| (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 | 406 | 185.6 |
| By Discretionary | ||
| Discretionary | 287 | 115.6 |
| Non-Discretionary | 119 | 70.0 |
| Total | 406 | 185.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.5 | |
| Total | 406 | 185.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001929907] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BG Investment Services Inc
✚
|
0.2 | |
|
B Riley Wealth Portfolio Advisers LLC
✚
|
TN | 0.2 |
|
Financial Guidance Group Inc
✚
|
FL | 0.2 |
|
Copperleaf Capital LLC
✚
|
NC | 0.2 |
|
Rachor Investment Advisory Services LLC
✚
|
MI | 0.2 |
|
J Hagan Capital Inc
✚
|
KY | 0.2 |
|
3J Capital Partners Ltd
✚
|
0.2 | |
|
Peterson Wealth Management LLC
✚
|
NV | 0.2 |
|
Nuclo Wealth LLC
✚
|
TX | 0.2 |
|
WJ Wealth Management LLC
✚
|
AZ | 0.2 |