|
⚲
|
| Wealthmate Advisor LLC
✚
|
|
|---|---|
| CRD # | 332073 |
| SEC # | 801-130733 |
| CIK # | |
| AUM | $2.0 MM (2024-06-22) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 8613811680698 |
| Address | Level 35,Two Pacific Place, Hong Kong, Hong Kong |
| Source | [IAPD] |
| Total AUM ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($1000's) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 2,000.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 2,000.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 4 | 2,000.0 |
| Total | 4 | 2,000.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2,000.0 | |
| United States Persons | 0.0 | |
| Total | 4 | 2,000.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Marstone LLC
✚
|
RI | 0.0 |
|
LFN Advisors Inc
✚
|
MI | 0.0 |
|
Marketocracy Masters Inc
✚
|
MI | 0.0 |
|
Private Capital Asset Management LLC
✚
|
CT | 0.0 |
|
Bryan Advisory Services LLC
✚
|
PA | 0.0 |
|
Selective Capital SRL
✚
|
0.0 | |
|
Innovis Asset Management LLC
✚
|
IL | 0.0 |
|
Landmark Capital Inc
✚
|
IL | 0.0 |
|
Palm Springs Advisory LLC
✚
|
0.0 | |
|
Colomb Investment Management Company LLC
✚
|
LA | 0.0 |