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| Wealth Management Advisors LLC
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| |
|---|---|
| CRD # | 171260 |
| SEC # | 801-79660 |
| CIK # | 0001806580, 0001787027, 0001462525, 0002022637 |
| AUM | $465.3 MM (2024-06-04) |
| Employees | 10 (60% Investors, 70% Brokers) |
| Phone | 864-236-4706 |
| Address | 3 Legacy Park Road Greenville, SC 29607 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 33.1 | ||
| DBA | 13.9 | ||
| ADM | 42,760.2 | 9.1 | |
| SPTS | 8.9 | ||
| T | 147,547.0 | 3.2 | |
| RRC | 7,459.9 | 2.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 524 | 96.7 |
| (b) Individuals (high net worth individuals) | 181 | 252.4 |
| (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 | 24 | 27.9 |
| (h) Charitable organizations | 6 | 4.0 |
| (i) State or municipal government entities | 1 | 0.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 13.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 70.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,380 | 465.3 |
| By Discretionary | ||
| Discretionary | 1,380 | 465.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,380 | 465.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 464.9 | |
| Total | 1,380 | 465.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 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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|---|---|---|
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Naples Wealth Planning LLC
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Grand Jean Capital Management Inc
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DHJJ Financial Advisors Ltd
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