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| Happy Holidays!! thanks for using AUM13F!! |
| Wetzel Investment Advisors Inc
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| CRD # | 305301 |
| SEC # | 801-117718 |
| CIK # | 0002009211 |
| AUM | $289.0 M (2025-06-10) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 317-859-2502 |
| Address | 7320 US 31 S Indianapolis, IN 46227 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 12.8 | ||
| Lilly Eli & Co | 7.5 | ||
| Apple Inc | 3.0 | ||
| Citigroup Inc | 2.9 | ||
| Microsoft Corp | 2.3 | ||
| Wal Mart Stores Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 435 | 136.1 |
| (b) Individuals (high net worth individuals) | 68 | 149.9 |
| (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 | 2 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,304 | 289.0 |
| By Discretionary | ||
| Discretionary | 1,303 | 287.3 |
| Non-Discretionary | 1 | 1.6 |
| Total | 1,304 | 289.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 289.0 | |
| Total | 1,304 | 289.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002009211] |
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