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| Happy Holidays!! thanks for using AUM13F!! |
| Wiregrass Investment Management LLC
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| CRD # | 284608 |
| SEC # | 801-124691 |
| CIK # | |
| AUM | $129.9 M (2025-07-07) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 229-226-0111 |
| Address | 317 Kern Street Thomasville, GA 31792 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 22.4 |
| (b) Individuals (high net worth individuals) | 120 | 49.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 20.1 |
| (h) Charitable organizations | 0 | 29.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 333 | 129.9 |
| By Discretionary | ||
| Discretionary | 327 | 116.0 |
| Non-Discretionary | 6 | 14.0 |
| Total | 333 | 129.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.9 | |
| Total | 333 | 129.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Keystone Wealth Management Inc
✚
|
IA | 0.1 |
|
917 Advisory Services LLC
✚
|
WA | 0.1 |
|
Independent Financial Advisors Inc
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AR | 0.1 |
|
Heritage Asset Management LLC
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|
MO | 0.1 |
|
Apple Tree Asset Management LLC
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|
IN | 0.1 |
|
Maclendon Wealth Management LLC
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|
FL | 0.1 |
|
Sheets Smith Investment Management LLC
✚
|
TX | 0.1 |
|
Proficient Wealth Counselors LLC
✚
|
MA | 0.1 |
|
Parrish Capital LLC
✚
|
GA | 0.1 |
|
Alpha Capital Advisors Inc
✚
|
ME | 0.1 |