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| Wolff Wiese Magana LLC
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| CRD # | 157620 |
| SEC # | 801-72588 |
| CIK # | 0001832097 |
| AUM | 381.8 M (2026-04-12) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 760-692-5190 |
| Address | 2131 Palomar Airport Rd Carslbad, CA 92011 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001832097 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Micron Technology Inc | 9.4 | ||
| Nvidia Corp | 7.2 | ||
| Apple Inc | 6.2 | ||
| Cisco Systems Inc | 5.8 | ||
| Broadcom Inc | 5.0 | ||
| AbbVie Inc | 4.6 | ||
| Microsoft Corp | 4.5 | ||
| Visa Inc | 4.4 | ||
| J P Morgan Chase & Co | 4.0 | ||
| Amgen Inc | 4.0 | ||
| HCP Inc | 3.7 | ||
| United Technologies Corp /DE/ | 3.3 | ||
| Amazon Com Inc | 3.3 | ||
| Morgan Stanley | 3.3 | ||
| Lilly Eli & Co | 3.0 | ||
| Qualcomm Inc/DE | 2.9 | ||
| Applied Materials Inc /DE | 2.9 | ||
| Advanced Micro Devices Inc | 2.8 | ||
| Huntington Bancshares Inc/MD | 2.7 | ||
| Wal Mart Stores Inc | 2.6 | ||
| Coca Cola Co | 2.6 | ||
| PepsiCo Inc | 2.5 | ||
| Alphabet Inc | 2.4 | ||
| Merck & Co Inc | 2.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 442 | 98.0 |
| (b) Individuals (high net worth individuals) | 103 | 262.0 |
| (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 | 15 | 17.8 |
| (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 | 10 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,682 | 381.8 |
| By Discretionary | ||
| Discretionary | 1,632 | 359.2 |
| Non-Discretionary | 50 | 22.6 |
| Total | 1,682 | 381.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 381.4 | |
| Total | 1,682 | 381.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001832097] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Elevate Wealth Advisory Inc
✚
|
GA | 385.5 M |
|
Realta Investment Advisors Inc
✚
|
DE | 385.4 M |
|
Wealth Management Resources Inc
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|
RI | 385.2 M |
|
Vista Investment Partners II LLC
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|
IN | 383.1 M |
|
The Strategic Financial Alliance Inc
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|
GA | 382.0 M |
|
Pecaut & Co
✚
|
IA | 381.8 M |
|
IMS Capital Management LLC
✚
|
OR | 380.9 M |
|
Suncoast Capital Management
✚
|
LA | 380.0 M |
|
Darden Wealth Group Inc
✚
|
MI | 379.6 M |
|
Keystone Financial Services
✚
|
CO | 379.2 M |