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⚲
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| Wealthstream Advisors Inc
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|
|---|---|
| CRD # | 129428 |
| SEC # | 801-63363 |
| CIK # | 0001833780 |
| AUM | $1.1 BB (2023-03-30) |
| Employees | 21 (52% Investors, 0% Brokers) |
| Phone | 212-971-9241 |
| Address | 60 East 42nd Street New York, NY 10165 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 1.9 | |
| MSFT | 1,918,222.4 | 1.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 93.1 |
| (b) Individuals (high net worth individuals) | 256 | 901.7 |
| (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 | 15 | 15.6 |
| (h) Charitable organizations | 0 | 3.8 |
| (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 | 23 | 60.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,844 | 1,075.1 |
| By Discretionary | ||
| Discretionary | 1,844 | 1,075.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,844 | 1,075.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 1,074.1 | |
| Total | 1,844 | 1,075.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001833780] |
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|---|---|---|
|
Schnieders Capital Management LLC
✚
|
CA | 1.1 |
|
Prudent Investor Advisors LLC
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CA | 1.1 |
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Campbell Newman Asset Management Inc
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Folger Nolan Fleming Douglas Capital Management Inc
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|
Octagon Financial Services Inc
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VA | 1.1 |
|
Fourthought Financial Partners LLC
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James Investment Research Inc
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OH | 1.1 |
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SP Asset Management LLC
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CA | 1.1 |
|
Seaview Investment Managers LLC
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FL | 1.1 |
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Octavia Wealth Advisors LLC
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OH | 1.1 |