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| WFG Capital Advisors LLC
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| |
|---|---|
| CRD # | 310008 |
| SEC # | 801-119410 |
| CIK # | 0001842096 |
| AUM | $277.8 MM (2024-03-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 251-473-2120 |
| Address | 2616A Dauphin Street Mobile, AL 36606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.3 | |
| AAPL | 2,382.8 | 0.3 | |
| NVDA | 399.6 | 0.2 | |
| JPM | 340.2 | 0.2 | |
| AVGO | 201.3 | 0.2 | |
| PH | 32.1 | 0.1 | |
| MRK | 232.4 | 0.1 | |
| GOOGL | 1,475.1 | 0.1 | |
| NVT | 5.3 | 0.1 | |
| AXP | 107.1 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 351 | 96.3 |
| (b) Individuals (high net worth individuals) | 134 | 173.7 |
| (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 | 4 | 7.6 |
| (h) Charitable organizations | 1 | 0.1 |
| (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 | 491 | 277.8 |
| By Discretionary | ||
| Discretionary | 486 | 270.1 |
| Non-Discretionary | 5 | 7.6 |
| Total | 491 | 277.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.8 | |
| Total | 491 | 277.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001842096] |
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|---|---|---|
|
Brady Family Wealth LLC
✚
|
MO | 0.3 |
|
Dovetail Wealth Management LLC
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|
TX | 0.3 |
|
Carolina Wealth Advisors LLC
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SC | 0.3 |
|
Ricketts Financial LLC
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KY | 0.3 |
|
Monterey Wealth Partners LLC
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GA | 0.3 |
|
Chapwood Capital Investment Management LLC
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TX | 0.3 |
|
My Personal CFO LLC
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|
WA | 0.3 |
|
Intelligent Wealth Solutions LLC
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|
TX | 0.3 |
|
Columbus Macro LLC
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|
PA | 0.3 |
|
Elmwood Wealth Management Inc
✚
|
CA | 0.3 |