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| Wetzel Investment Advisors Inc
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| |
|---|---|
| CRD # | 305301 |
| SEC # | 801-117718 |
| CIK # | 0002009211 |
| AUM | $254.1 MM (2024-05-09) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 317-859-2502 |
| Address | 7320 US 31 S Indianapolis, IN 46227 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| JPM | 340,169.2 | 9.2 | |
| LLY | 301,789.7 | 7.4 | |
| AAPL | 2,382,844.0 | 2.4 | |
| MSFT | 1,918,222.4 | 2.0 | |
| MPC | 47,980.8 | 1.6 | |
| C | 91,678.1 | 1.4 | |
| PRU | 36,630.0 | 1.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 666 | 228.6 |
| (b) Individuals (high net worth individuals) | 6 | 25.5 |
| (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 | 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 | 1,803 | 254.1 |
| By Discretionary | ||
| Discretionary | 1,802 | 252.6 |
| Non-Discretionary | 1 | 1.4 |
| Total | 1,803 | 254.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 254.1 | |
| Total | 1,803 | 254.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002009211] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Auxin Group Wealth Management LLC
✚
|
OH | 0.3 |
|
Assetgrade LLC
✚
|
MA | 0.3 |
|
Optivise Advisory Services LLC
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|
TN | 0.3 |
|
The Nalls Sherbakoff Group LLC
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|
TN | 0.3 |
|
Foresight Capital Management Advisors Inc
✚
|
MI | 0.3 |
|
Russell Capital Management LLC
✚
|
KY | 0.3 |
|
KP Financial Management LLC DBA Caissa Wealth Strategies
✚
|
MN | 0.3 |
|
Darden Wealth Group Inc
✚
|
MI | 0.3 |
|
NorthStar Financial Planners Inc
✚
|
FL | 0.2 |
|
Keystone Financial Services
✚
|
CO | 0.2 |