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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Watch Advisors Inc
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| CRD # | 172002 |
| SEC # | 801-96180 |
| CIK # | 0002040515 |
| AUM | $473.7 M (2025-07-16) |
| Employees | 54 (87% Investors, 0% Brokers) |
| Phone | 855-822-3708 |
| Address | S Valley Hwy Englewood, CO 80112 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.1 | ||
| Procter & Gamble Co | 1.4 | ||
| Stryker Corp | 1.3 | ||
| Apple Inc | 1.2 | ||
| Bitwise Bitcoin ETF | 1.0 | ||
| Caterpillar Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,488 | 418.2 |
| (b) Individuals (high net worth individuals) | 45 | 55.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,556 | 473.7 |
| By Discretionary | ||
| Discretionary | 3,519 | 437.1 |
| Non-Discretionary | 37 | 36.6 |
| Total | 3,556 | 473.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 473.7 | |
| Total | 3,556 | 473.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002040515] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Wealth Asset Management LLC
✚
|
MN | 0.5 |
|
Jacobsen Capital Management LLC
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|
UT | 0.5 |
|
North Shore Private Asset Management LLC
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IL | 0.5 |
|
Dynamic Financial Group LLC
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|
IA | 0.5 |
|
TRED Avon Family Wealth LLC
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|
MD | 0.5 |
|
Triagen Wealth Management LLC
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|
CA | 0.5 |
|
Pegasus Asset Management Inc
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|
NJ | 0.5 |
|
Kooman & Associates
✚
|
PA | 0.5 |
|
Morse Asset Management Inc
✚
|
CT | 0.5 |
|
Trinity Capital Investors
✚
|
MS | 0.5 |