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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wheat Givens Financial LLC
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| CRD # | 114258 |
| SEC # | 801-121906 |
| CIK # | |
| AUM | $144.1 M (2024-10-29) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 214-385-2415 |
| Address | 8751 Collin Mckinney Parkway Mckinney, TX 75070 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 211 | 47.2 |
| (b) Individuals (high net worth individuals) | 57 | 95.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 721 | 144.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 721 | 144.1 |
| Total | 721 | 144.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.1 | |
| Total | 721 | 144.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trinity Capital Management LLC
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|
CA | 0.1 |
|
Ventana Private Wealth LLC
✚
|
CO | 0.1 |
|
Ean Equity Financial Services LLC
✚
|
0.1 | |
|
Portfolio Management LLC
✚
|
TX | 0.1 |
|
Patrick Financial Group LLC
✚
|
MI | 0.1 |
|
Wager Wealth Management and Financial Planning LLC
✚
|
0.1 | |
|
Real TALK Capital LLC
✚
|
TN | 0.1 |
|
West End Wealth Management LLC
✚
|
CO | 0.1 |
|
Newcorp Financial Services Inc
✚
|
GA | 0.1 |
|
Merited Wealth LLC
✚
|
FL | 0.1 |