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Wakefield Wealth Management LLLP
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CRD # | 173997 |
SEC # | 801-80693 |
CIK # | 0001759448 |
AUM | $342.6 MM (2023-03-20) |
Employees | 10 (20% Investors, 0% Brokers) |
Phone | 303-771-0630 |
Address | 7887 E Belleview Ave, Suite 800 Englewood, CO 80111 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
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PCAR | 28,930.7 | 3.3 | |
SNA | 10,734.1 | 3.2 | |
FE | 21,575.5 | 3.1 | |
TT | 30,146.9 | 3.1 | |
FTNT | 45,169.3 | 3.0 | |
VLO | 47,441.2 | 3.0 | |
ED | 33,346.2 | 3.0 | |
CDNS | 41,396.9 | 2.9 | |
GWW | 23,029.0 | 2.9 | |
KR | 34,654.6 | 2.9 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 52 | 23.9 |
(b) Individuals (high net worth individuals) | 74 | 218.3 |
(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 | 2 | 4.8 |
(h) Charitable organizations | 2 | 3.5 |
(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 | 7 | 92.1 |
(n) Other | 0 | 0.0 |
Total | 594 | 342.6 |
By Discretionary | ||
Discretionary | 492 | 270.2 |
Non-Discretionary | 102 | 72.4 |
Total | 594 | 342.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 342.6 | |
Total | 594 | 342.6 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-NT | [0001759448] |
Related Firms | State | AUM ($BB) |
---|---|---|
Wakefield Wealth Management LLLP
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CO | 0.3 |
Wakefield Asset Management LLLP
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|
CO | 0.3 |
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Premier Wealth Advisors LLC
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|
CA | 0.3 |
First Capital Advisors Group LLC
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PA | 0.3 |
Allodium Investment Consultants LLC
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MN | 0.3 |
Auctus Advisors LLC
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NC | 0.3 |
Equinum LLC
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|
NY | 0.3 |
Carlson & Company Financial Services LLC
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|
KS | 0.3 |
Clifford Capital Partners LLC
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|
UT | 0.3 |
Prosperity Planning Inc
✚
|
MO | 0.3 |
Lejeune Puetz Investment Counsel LLC
✚
|
MI | 0.3 |
Redmond Asset Management LLC
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|
VA | 0.3 |