|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Advisory Solutions LLC
✚
|
|
|---|---|
| CRD # | 288903 |
| SEC # | 801-110859 |
| CIK # | 0001834802 |
| AUM | $560.4 M (2025-06-26) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 317-559-0688 |
| Address | 1630 W Oak St Zionsville, IN 46077 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 15.0 | ||
| Amazon Com Inc | 12.9 | ||
| Apple Inc | 11.1 | ||
| J P Morgan Chase & Co | 10.6 | ||
| PepsiCo Inc | 9.7 | ||
| World Currency Gold Trust | 8.6 | ||
| Air Products & Chemicals Inc /DE/ | 7.5 | ||
| Microsoft Corp | 5.7 | ||
| Ace Ltd | 5.2 | ||
| Union Pacific Corp | 5.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 568 | 110.2 |
| (b) Individuals (high net worth individuals) | 86 | 437.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 6.6 |
| (h) Charitable organizations | 2 | 6.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,723 | 560.4 |
| By Discretionary | ||
| Discretionary | 1,614 | 546.5 |
| Non-Discretionary | 109 | 13.9 |
| Total | 1,723 | 560.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 560.4 | |
| Total | 1,723 | 560.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001834802] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Advisory Solutions LLC
✚
|
IN | 0.6 |
|
Canterbury Investment Management LLC
✚
|
IN | 0.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Management Advisors LLC
✚
|
SC | 0.6 |
|
Focused Alpha LLC
✚
|
CO | 0.6 |
|
Shayne & Jacobs LLC
✚
|
TN | 0.6 |
|
Creekmur Asset Management LLC
✚
|
IL | 0.6 |
|
Keelan Capital LLC
✚
|
0.6 | |
|
Rock Point Advisors LLC
✚
|
VT | 0.6 |
|
Tradewinds LLC
✚
|
NC | 0.6 |
|
Sunpointe LLC
✚
|
MO | 0.6 |
|
EQ Wealth Advisors LLC
✚
|
TX | 0.6 |
|
Cerro Pacific Wealth Advisors LLC
✚
|
CA | 0.6 |