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| Willink Asset Management LLC
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| |
|---|---|
| CRD # | 117622 |
| SEC # | 801-79969 |
| CIK # | |
| AUM | $47.2 MM (2024-03-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 716-687-0648 |
| Address | 484 Main Street East Aurora, NY 14052 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 13.3 |
| (b) Individuals (high net worth individuals) | 20 | 33.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 125 | 47.2 |
| By Discretionary | ||
| Discretionary | 124 | 45.2 |
| Non-Discretionary | 1 | 2.0 |
| Total | 125 | 47.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 47.2 | |
| Total | 125 | 47.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Brave Eagle Wealth Management LLC
✚
|
NY | 0.1 |
|
Bespoke Investment Group LLC
✚
|
NY | 0.1 |
|
Savicki Capital LLC
✚
|
NY | 0.1 |
|
Sloan Advisory Group Inc
✚
|
NY | 0.1 |
|
Stash Wealth LLC
✚
|
NY | 0.0 |
|
Springtide Partners LLC
✚
|
IL | 0.0 |
|
Brooks Wayne I
✚
|
NY | 0.0 |
|
Lowell Road Asset Management Inc
✚
|
NY | 0.0 |
|
Ssb&T Wealth Management LLC
✚
|
TX | 0.0 |
|
Complete Financial Planning Inc
✚
|
NY | 0.0 |