|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wassaw Sound Management LLC
✚
|
|
|---|---|
| CRD # | 299164 |
| SEC # | 801-132410 |
| CIK # | |
| AUM | $112.3 M (2025-03-14) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 404-831-5109 |
| Address | 15 Lake Street Savannah, GA 31411 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 96.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 5 | 15.2 |
| Total | 19 | 112.3 |
| By Discretionary | ||
| Discretionary | 17 | 112.1 |
| Non-Discretionary | 2 | 0.2 |
| Total | 19 | 112.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.3 | |
| Total | 19 | 112.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Merryfield Barnes LLC
✚
|
NY | 0.1 |
|
FSAM LLC
✚
|
GA | 0.1 |
|
Palladiem LLC
✚
|
PA | 0.1 |
|
Epic Wealth Management LLC
✚
|
OK | 0.1 |
|
A Smarter Way to Invest Inc
✚
|
MI | 0.1 |
|
LFG Wealth Partners LLC
✚
|
KY | 0.1 |
|
The Sherry Group Inc
✚
|
AR | 0.1 |
|
MFG Wealth Management Inc
✚
|
IN | 0.1 |
|
Enduring Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Carolina Strategy LLC
✚
|
0.1 |