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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Advisors LLC
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| CRD # | 135875 |
| SEC # | 801-130395 |
| CIK # | 0002022637, 0001462525, 0001787027, 0001806580 |
| AUM | $153.0 M (2025-02-10) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 937-748-4765 |
| Address | 115 South Main Street Springboro, OH 45066 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 35.3 | ||
| Archer Daniels Midland Co | 8.0 | ||
| Currencyshares Japanese YEN Trust | 5.1 | ||
| Powershares DB Agriculture Fund | 4.8 | ||
| AT&T Inc | 4.6 | ||
| Range Resources Corp | 3.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 61.5 |
| (b) Individuals (high net worth individuals) | 46 | 91.5 |
| (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 | 813 | 153.0 |
| By Discretionary | ||
| Discretionary | 813 | 153.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 813 | 153.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.0 | |
| Total | 813 | 153.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001462525] | |
| SC 13G | [0001462525] | |
| 13F-HR | [0001787027] | |
| 13F-HR | [0001806580] | |
| 13F-HR | [0002022637] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Private Wealth Advisors Inc | AEHR Test Systems | [2014-02-11] |
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