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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Webb Advisors Incorporated
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| CRD # | 106617 |
| SEC # | 801-39985 |
| CIK # | |
| AUM | $371.2 M (2025-03-28) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 952-837-3200 |
| Address | 8120 Penn Avenue South Bloomington, MN 55431 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 663 | 356.3 |
| (b) Individuals (high net worth individuals) | 1 | 14.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,870 | 371.2 |
| By Discretionary | ||
| Discretionary | 1,790 | 353.4 |
| Non-Discretionary | 80 | 17.8 |
| Total | 1,870 | 371.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 371.2 | |
| United States Persons | 0.0 | |
| Total | 1,870 | 371.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cascade Investment Group Inc
✚
|
CO | 0.4 |
|
CornerStone Planning LLC
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|
NC | 0.4 |
|
Yeomans Consulting Group Inc
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GA | 0.4 |
|
Harlow Wealth Management Inc
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|
WA | 0.4 |
|
Axiom Financial Strategies Group LLC
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IN | 0.4 |
|
Dickmeyer Boyce Financial Management Inc
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|
IN | 0.4 |
|
Vermillion Financial Advisors Inc
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|
IL | 0.4 |
|
Goodman Advisory Group LLC
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|
MA | 0.4 |
|
TAR River Wealth Planning LLC
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|
NC | 0.4 |
|
Smart Money Group LLC
✚
|
TX | 0.4 |