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| Happy Holidays!! thanks for using AUM13F!! |
| Wolff Wiese Magana LLC
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| CRD # | 157620 |
| SEC # | 801-72588 |
| CIK # | 0001832097 |
| AUM | $342.1 M (2025-03-21) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 760-692-5190 |
| Address | 2131 Palomar Airport Rd Carslbad, CA 92011 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001832097 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.8 | ||
| Microsoft Corp | 6.0 | ||
| Broadcom Inc | 4.3 | ||
| VISA Inc | 4.2 | ||
| AbbVie Inc | 3.3 | ||
| Amazon Com Inc | 3.3 | ||
| HCP Inc | 3.3 | ||
| American Express Co | 3.1 | ||
| Apple Inc | 3.0 | ||
| Cisco Systems Inc | 3.0 | ||
| J P Morgan Chase & Co | 3.0 | ||
| Amgen Inc | 2.9 | ||
| United Technologies Corp /DE/ | 2.7 | ||
| Lilly Eli & Co | 2.6 | ||
| Huntington Bancshares Inc/MD | 2.5 | ||
| Abbott Laboratories | 2.4 | ||
| PepsiCo Inc | 2.3 | ||
| Qualcomm Inc/DE | 2.3 | ||
| Oracle Corp | 2.3 | ||
| Wal Mart Stores Inc | 2.3 | ||
| Morgan Stanley | 2.1 | ||
| Duke Energy Corp | 2.0 | ||
| Facebook Inc | 1.9 | ||
| Home Depot Inc | 1.9 | ||
| Coca Cola Co | 1.9 | ||
| Union Pacific Corp | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 429 | 90.3 |
| (b) Individuals (high net worth individuals) | 89 | 222.8 |
| (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 | 19 | 23.8 |
| (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 | 8 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,548 | 342.1 |
| By Discretionary | ||
| Discretionary | 1,489 | 312.0 |
| Non-Discretionary | 59 | 30.1 |
| Total | 1,548 | 342.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 341.7 | |
| Total | 1,548 | 342.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001832097] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fortune Wealth Management LLC
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|
TX | 0.3 |
|
Realta Investment Advisors Inc
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|
DE | 0.3 |
|
O'Donnell Financial Services LLC
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CA | 0.3 |
|
Smedley Financial Services Inc
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UT | 0.3 |
|
One Degree Advisors Inc
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CA | 0.3 |
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Brooklyn FI LLC
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NY | 0.3 |
|
Pinnacle Family Advisors LLC
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|
MO | 0.3 |
|
Alternative Investment Advisors LLC
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|
FL | 0.3 |
|
Yosemite Capital Management LLC
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|
CA | 0.3 |
|
Baron Financial Group LLC
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|
NJ | 0.3 |