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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthstream Advisors Inc
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|---|---|
| CRD # | 129428 |
| SEC # | 801-63363 |
| CIK # | 0001833780 |
| AUM | $1.5 B (2025-03-24) |
| Employees | 22 (50% Investors, 0% Brokers) |
| Phone | 212-971-9241 |
| Address | 60 East 42nd Street New York, NY 10165 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.8 | ||
| Nvidia Corp | 4.6 | ||
| Life360 Inc | 4.0 | ||
| Apple Inc | 3.8 | ||
| Amazon Com Inc | 3.2 | ||
| Facebook Inc | 2.6 | ||
| Tenet Healthcare Corp | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 51.1 |
| (b) Individuals (high net worth individuals) | 295 | 1,392.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 17.9 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 73.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,122 | 1,537.2 |
| By Discretionary | ||
| Discretionary | 2,122 | 1,537.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,122 | 1,537.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.8 | |
| United States Persons | 1,522.4 | |
| Total | 2,122 | 1,537.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001833780] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Inscription Capital LLC
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|
TX | 1.6 |
|
HS Management Partners LLC
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|
NY | 1.5 |
|
Tritonpoint Wealth LLC
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|
MD | 1.5 |
|
Patton Albertson Miller Group LLC
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|
TN | 1.5 |
|
Raffa Wealth Management LLC
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|
1.5 | |
|
TFC Financial Management Inc
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|
MA | 1.5 |
|
Amplius Wealth Advisors LLC
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|
PA | 1.5 |
|
L Roy PAPP & Associates LLP
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|
AZ | 1.5 |
|
St Denis J Villere & Co LLC
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|
LA | 1.5 |
|
YCG LLC
✚
|
TX | 1.5 |