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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| WNY Asset Management LLC
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| CRD # | 153872 |
| SEC # | 801-71632 |
| CIK # | 0001803296 |
| AUM | $1.5 B (2025-07-14) |
| Employees | 39 (46% Investors, 54% Brokers) |
| Phone | 716-626-0060 |
| Address | 6500 Sheridan Drive, Suite 200 Williamsville, NY 14221 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 22.2 | ||
| Apple Inc | 11.9 | ||
| Verizon Communications Inc | 8.2 | ||
| Microsoft Corp | 6.8 | ||
| Amazon Com Inc | 5.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,737 | 722.8 |
| (b) Individuals (high net worth individuals) | 352 | 702.8 |
| (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 | 10 | 11.7 |
| (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 | 16 | 13.4 |
| (n) Other | 0 | 0.0 |
| Total | 6,673 | 1,450.7 |
| By Discretionary | ||
| Discretionary | 6,673 | 1,450.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,673 | 1,450.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,450.7 | |
| Total | 6,673 | 1,450.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803296] |
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|---|---|---|
|
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✚
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WI | 1.5 |
|
Clear Creek Financial Management LLC
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Sierra Capital LLC
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Horan Wealth LLC
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Delta Asset Management LLC
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TN | 1.4 |
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Executive Wealth Management LLC
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|
Seaview Investment Managers LLC
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FL | 1.4 |
|
Cahill Financial Advisors Inc
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MN | 1.4 |