|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Advisors Network Inc
✚
|
|
|---|---|
| CRD # | 113836 |
| SEC # | 801-112018 |
| CIK # | |
| AUM | $297.0 M (2025-01-22) |
| Employees | 12 (100% Investors, 92% Brokers) |
| Phone | 402-463-6769 |
| Address | 201 Foundation Place Ste 100 Hastings, NE 68901 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 409 | 88.7 |
| (b) Individuals (high net worth individuals) | 109 | 169.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 30.7 |
| (h) Charitable organizations | 5 | 5.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 788 | 297.0 |
| By Discretionary | ||
| Discretionary | 756 | 283.4 |
| Non-Discretionary | 32 | 13.6 |
| Total | 788 | 297.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 297.0 | |
| Total | 788 | 297.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Carolina Wealth Advisors LLC
✚
|
SC | 0.3 |
|
Salvus Wealth Management LLC
✚
|
NJ | 0.3 |
|
Gunpowder Capital Management LLC
✚
|
MD | 0.3 |
|
Strategent Financial LLC
✚
|
VA | 0.3 |
|
Langley Wealth Management LLC
✚
|
MS | 0.3 |
|
Hicks Capital Management LLC
✚
|
OH | 0.3 |
|
MacroView Investment Management LLC
✚
|
MD | 0.3 |
|
Core Compliance Group LLC
✚
|
SC | 0.3 |
|
Futura Asset Advisors LLC
✚
|
FL | 0.3 |
|
First Financial Advisors Inc
✚
|
MI | 0.3 |