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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth More Enterprise Inc
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|---|---|
| CRD # | 324763 |
| SEC # | 801-130220 |
| CIK # | |
| AUM | $0.1 M (2025-03-31) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 888-303-6361 |
| Address | 1900 Market Street Philadelphia, PA 19103 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($k) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 76.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 76 | 76.0 |
| By Discretionary | ||
| Discretionary | 76 | 76.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 76 | 76.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 76.0 | |
| Total | 76 | 76.0 |
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|---|---|---|
|
Joseph Grier LLC
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|
0.0 | |
|
Vaquita Sun Inc
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|
FL | 0.0 |
|
Investable Wealth Management Inc
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OH | 0.0 |
|
Unifimoney RIA QOZB LLC
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|
MA | 0.0 |
|
Allio Advisors LLC
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|
WA | 0.0 |
|
Rewbix AI Investments LLC
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|
TX | 0.0 |
|
Valley Financial Management Inc
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|
NY | 0.0 |
|
Wizest Inc
✚
|
0.0 | |
|
Arnie Advisors LLC
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|
0.0 | |
|
LET Bob Advisory LLC
✚
|
0.0 |