|
⚲
|
| Wedmont Private Capital LLC
✚
|
|
|---|---|
| CRD # | 305815 |
| SEC # | 801-121179 |
| CIK # | 0001904274 |
| AUM | $984.1 MM (2023-03-27) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 610-885-8202 |
| Address | 2 West Market Street West Chester, PA 19382 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 19.6 | |
| MSFT | 1,918,222.4 | 14.0 | |
| AMZN | 1,092,997.8 | 6.6 | |
| NVDA | 399,550.0 | 5.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 2.7 |
| (b) Individuals (high net worth individuals) | 119 | 498.7 |
| (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 | 0.0 |
| (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 | 535 | 501.3 |
| By Discretionary | ||
| Discretionary | 505 | 488.9 |
| Non-Discretionary | 30 | 12.4 |
| Total | 535 | 501.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 501.3 | |
| Total | 535 | 501.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001904274] |
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|---|---|---|
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Veriti Management LLC
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MA | 1.0 |
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Hottinger & Co Limited
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1.0 | |
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