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| Wealthcor LLC
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|
|---|---|
| CRD # | 282449 |
| SEC # | 801-114923 |
| CIK # | |
| AUM | $165.4 MM (2023-01-03) |
| Employees | 6 (67% Investors, 67% Brokers) |
| Phone | 513-421-0800 |
| Address | 9428 Kenwood Road Cincinnati, OH 45242 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 240 | 45.0 |
| (b) Individuals (high net worth individuals) | 112 | 117.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.5 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 528 | 165.4 |
| By Discretionary | ||
| Discretionary | 528 | 165.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 528 | 165.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.4 | |
| Total | 528 | 165.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bullseye Investment Management LLC
✚
|
OH | 0.2 |
|
The Putney Financial Group LLC
✚
|
CA | 0.2 |
|
Parrott Wealth Management LLC
✚
|
TX | 0.2 |
|
Harbor Island Capital LLC
✚
|
MA | 0.2 |
|
Frazee Investment Consulting Inc
✚
|
TN | 0.2 |
|
Kane Company PC
✚
|
IA | 0.2 |
|
Family CFO Inc
✚
|
CA | 0.2 |
|
Sector Analysts LLC
✚
|
PA | 0.2 |
|
Guidestream Financial Inc
✚
|
MI | 0.2 |
|
Boston Mountain Money Management Inc
✚
|
AR | 0.2 |