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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Management Strategies Inc
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|---|---|
| CRD # | 305481 |
| SEC # | 801-117711 |
| CIK # | 0002057285, 0001668798 |
| AUM | $252.9 M (2025-03-10) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 412-781-7100 |
| Address | 17 Brilliant Avenue Pittsburgh, PA 15215 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.3 | ||
| Lilly Eli & Co | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| International Business Machines Corp | 0.6 | ||
| PNC Financial Services Group Inc | 0.4 | ||
| Medtronic Holdings Ltd | 0.3 | ||
| Procter & Gamble Co | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 45.7 |
| (b) Individuals (high net worth individuals) | 90 | 189.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.7 |
| (h) Charitable organizations | 0 | 7.1 |
| (i) State or municipal government entities | 0 | 6.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 671 | 252.9 |
| By Discretionary | ||
| Discretionary | 671 | 252.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 671 | 252.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.9 | |
| Total | 671 | 252.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001668798] | |
| 13F-HR | [0002057285] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JFR Financial Services Inc
✚
|
MI | 0.3 |
|
Fiscal Wisdom Wealth Management LLC
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|
CT | 0.3 |
|
Trunorth Financial Services Inc
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|
PA | 0.3 |
|
Krane Financial Solutions LLC
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CA | 0.3 |
|
Ramiah Investment Group Inc
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WI | 0.3 |
|
First Financial Advisory Services Inc
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RI | 0.3 |
|
Holder Wealth Management Inc
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|
IL | 0.2 |
|
CornerStone Wealth LLC
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|
TN | 0.2 |
|
Wealth Intelligence LLC
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|
GA | 0.2 |
|
Peak Retirement Planning Inc
✚
|
OH | 0.2 |