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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Management CPAS LLC
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|---|---|
| CRD # | 310096 |
| SEC # | 801-123458 |
| CIK # | 0002035687 |
| AUM | $270.9 M (2025-02-12) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 801-272-4357 |
| Address | 5296 Commerce Drive Salt Lake City, UT 84107 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Philip Morris International Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 553 | 149.8 |
| (b) Individuals (high net worth individuals) | 55 | 117.5 |
| (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 | 3 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 893 | 270.9 |
| By Discretionary | ||
| Discretionary | 893 | 270.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 893 | 270.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.9 | |
| Total | 893 | 270.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0002035687] |
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