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| Happy Holidays!! thanks for using AUM13F!! |
| Waterford Advisors LLC
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| CRD # | 119442 |
| SEC # | 801-62941 |
| CIK # | 0001960657 |
| AUM | $337.3 M (2025-04-21) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 716-580-3906 |
| Address | 3858 North Buffalo Rd Orchard Park, NY 14127 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Caterpillar Inc | 3.2 | ||
| Community Bank System Inc | 2.6 | ||
| Nvidia Corp | 2.2 | ||
| United Technologies Corp /DE/ | 2.2 | ||
| Amazon Com Inc | 2.0 | ||
| Progressive Corp/Oh/ | 1.9 | ||
| Exxon Mobil Corp | 1.8 | ||
| Apple Inc | 1.7 | ||
| J P Morgan Chase & Co | 1.7 | ||
| Otis Worldwide Corp | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 44.1 |
| (b) Individuals (high net worth individuals) | 123 | 293.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 935 | 337.3 |
| By Discretionary | ||
| Discretionary | 935 | 337.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 935 | 337.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 337.3 | |
| Total | 935 | 337.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001960657] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Pitti Group Wealth Management LLC
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|
NY | 0.3 |
|
Interactive Financial Advisors Inc
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|
IL | 0.3 |
|
Beacon Investment Advisors LLC
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MD | 0.3 |
|
Garrison Point Capital LLC
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CA | 0.3 |
|
Paragon Financial Services
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VA | 0.3 |
|
Manners Paul & Associates Inc
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GA | 0.3 |
|
Bay Harbor Wealth Management LLC
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|
MD | 0.3 |
|
Banorte Asset Management Inc
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|
TX | 0.3 |
|
Sutton Place Investors LLC
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|
NY | 0.3 |
|
Paragon Financial Partners Inc
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|
CA | 0.3 |