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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Well Done LLC
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|---|---|
| CRD # | 173736 |
| SEC # | 801-80687 |
| CIK # | 0001667132 |
| AUM | $1.9 B (2025-02-28) |
| Employees | 26 (77% Investors, 0% Brokers) |
| Phone | 616-392-5332 |
| Address | 85 E 8th Street Holland, MI 49423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 9.5 | ||
| AbbVie Inc | 9.2 | ||
| Gentex Corp | 8.6 | ||
| Abbott Laboratories | 6.1 | ||
| Microsoft Corp | 4.9 | ||
| Social Capital Hedosophia Holdings Corp V | 4.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 518 | 185.3 |
| (b) Individuals (high net worth individuals) | 321 | 1,239.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 18.7 |
| (h) Charitable organizations | 30 | 168.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 277.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,912 | 1,889.5 |
| By Discretionary | ||
| Discretionary | 2,905 | 1,877.9 |
| Non-Discretionary | 7 | 11.6 |
| Total | 2,912 | 1,889.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.4 | |
| United States Persons | 1,884.2 | |
| Total | 2,912 | 1,889.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001667132] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beaird Harris Wealth Management LLC
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|
TX | 1.9 |
|
J Stern & Co LLP
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|
1.9 | |
|
Perennial Investment Advisors LLC
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CA | 1.9 |
|
CornerStone Management Inc
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GA | 1.9 |
|
Focused Wealth Management Inc
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NY | 1.9 |
|
DT Investment Partners LLC
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PA | 1.9 |
|
Heartland Advisors Inc
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WI | 1.9 |
|
Human Investing LLC
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|
OR | 1.9 |
|
Kiley Juergens Wealth Management LLC
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WA | 1.9 |
|
Heitman Real Estate Securities LLC
✚
|
IL | 1.9 |