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| Happy Holidays!! thanks for using AUM13F!! |
| Weatherhelm Capital Management LLC
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| CRD # | 175019 |
| SEC # | 801-81110 |
| CIK # | |
| AUM | $82.8 M (2025-06-13) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 518-407-3886 |
| Address | 5 Washington Street Cambridge, NY 12816 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 19.1 |
| (b) Individuals (high net worth individuals) | 15 | 62.7 |
| (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 | 0 | 0.7 |
| (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 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 204 | 82.8 |
| By Discretionary | ||
| Discretionary | 197 | 80.7 |
| Non-Discretionary | 7 | 2.1 |
| Total | 204 | 82.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 82.8 | |
| Total | 204 | 82.8 |
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|---|---|---|
|
Luesink Financial Planning LLC
✚
|
NY | 0.1 |
|
Lumida Wealth Management LLC
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|
NY | 0.1 |
|
Terrafirma Wealth Partners LLC
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CA | 0.1 |
|
Ralph Parks Investment Group LLC
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NY | 0.1 |
|
Stage Wealth Management Inc
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0.1 | |
|
Washington Square Capital Management LLC
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|
NY | 0.1 |
|
Derastone LLC
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|
0.1 | |
|
VAM Group LLC
✚
|
PA | 0.1 |
|
Aristotle Credit Partners LLC
✚
|
CA | 0.1 |
|
Western New York Financial Group LLC
✚
|
NY | 0.1 |