|
⚲
|
| Keyboard |
| Wealth Management Advisors LLC
✚
|
|
|---|---|
| CRD # | 171260 |
| SEC # | 801-79660 |
| CIK # | 0002022637, 0001462525, 0001806580, 0001787027 |
| AUM | 686.1 M (2026-03-16) |
| Employees | 10 (50% Investors, 60% Brokers) |
| Phone | 864-236-4706 |
| Address | 3 Legacy Park Road Greenville, SC 29607 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 56.1 | ||
| Archer Daniels Midland Co | 11.1 | ||
| Nike Inc | 9.9 | ||
| Currencyshares Japanese YEN Trust | 6.6 | ||
| Delcath Systems Inc | 5.5 | ||
| AT&T Inc | 4.6 | ||
| Deckers Outdoor Corp | 4.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 493 | 67.9 |
| (b) Individuals (high net worth individuals) | 205 | 446.5 |
| (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 | 19 | 22.9 |
| (h) Charitable organizations | 7 | 1.9 |
| (i) State or municipal government entities | 1 | 0.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 16.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 130.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,268 | 686.1 |
| By Discretionary | ||
| Discretionary | 1,268 | 686.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,268 | 686.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 685.7 | |
| Total | 1,268 | 686.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Nvest Financial LLC
✚
|
NH | 688.3 M |
|
Siharum Advisors LLC
✚
|
MA | 687.5 M |
|
Atwater Malick LLC
✚
|
PA | 687.4 M |
|
Stenger Family Office LLC
✚
|
IL | 686.2 M |
|
Ma Private Wealth LLC
✚
|
CA | 686.0 M |
|
Thayer Partners LLC
✚
|
685.7 M | |
|
Sandy Cove Advisors LLC
✚
|
MA | 684.9 M |
|
Providence Wealth Advisors LLC
✚
|
IL | 684.4 M |
|
Northern Financial Advisors Inc
✚
|
MI | 684.0 M |
|
Vantage Wealth
✚
|
CA | 683.8 M |