Wiregrass Investment Management LLC

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Assets, Funds, Holdings

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Wiregrass Investment Management LLC
CRD #284608
SEC #801-124691
CIK #
AUM $94.3 MM (2024-02-21)
Employees 2 (100% Investors, 100% Brokers)
Phone229-226-0111
Address317 Kern Street
Thomasville, GA 31792
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
1209672482402009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 182 17.8
(b) Individuals (high net worth individuals) 113 34.5
(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 21 10.5
(h) Charitable organizations 0 26.3
(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 5.3
(n) Other 0 0.0
Total 322 94.3
By Discretionary
Discretionary 318 87.9
Non-Discretionary 4 6.4
Total 322 94.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 94.3
Total 322 94.3
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MD 0.1
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NY 0.1
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Clearview Investment Partners LLC
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Adirondack Research & Management Inc
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IDB LIDO Wealth LLC
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Capital Management Associates Inc
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Changing Parameters LLC
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Discipline Wealth Solutions Inc
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