|
⚲
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| Wiener Bruce Michael
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|
|---|---|
| CRD # | 117899 |
| SEC # | 801-60754 |
| CIK # | |
| AUM | $119.7 MM (2023-03-27) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 301-762-0030 |
| Address | 12276 Greenleaf Avenue Potomac, MD 20854 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 21.5 |
| (b) Individuals (high net worth individuals) | 44 | 97.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.7 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 288 | 119.7 |
| By Discretionary | ||
| Discretionary | 288 | 119.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 288 | 119.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.7 | |
| Total | 288 | 119.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Gouws Capital LLC
✚
|
NC | 0.1 |
|
Planning Solutions International LLC
✚
|
FL | 0.1 |
|
Weingarten Associates LLC
✚
|
NJ | 0.1 |
|
Wolfstich Capital LLC
✚
|
MA | 0.1 |
|
Great River Financial LLC
✚
|
MN | 0.1 |
|
Columbia River Financial Group LLC
✚
|
WA | 0.1 |
|
Turloff Financial Consulting Inc
✚
|
WA | 0.1 |
|
Ean Equity Financial Services LLC
✚
|
VA | 0.1 |
|
White Knight Strategic Wealth Advisors LLC
✚
|
NJ | 0.1 |
|
Incompass Financial Partners LLC
✚
|
GA | 0.1 |