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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wulff Hansen & Co
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|---|---|
| CRD # | 908 |
| SEC # | 801-126111 |
| CIK # | 0000728216, 0000108634 |
| AUM | $132.5 M (2025-03-26) |
| Employees | 9 (33% Investors, 89% Brokers) |
| Phone | 415-421-8900 |
| Address | 100 Smith Ranch Road San Rafael, CA 94903 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Blackstone Group LP | 8.0 | ||
| Microsoft Corp | 4.9 | ||
| Costco Wholesale Corp /NEW | 3.6 | ||
| J P Morgan Chase & Co | 3.5 | ||
| Alphabet Inc | 3.4 | ||
| Procter & Gamble Co | 3.3 | ||
| Apple Inc | 3.2 | ||
| United Technologies Corp /DE/ | 3.1 | ||
| General Electric Co | 2.6 | ||
| VISA Inc | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 24.6 |
| (b) Individuals (high net worth individuals) | 64 | 95.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 6 | 11.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 138 | 132.5 |
| By Discretionary | ||
| Discretionary | 138 | 132.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 138 | 132.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.5 | |
| Total | 138 | 132.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000108634] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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McDonnell Wealth Management LLC
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IL | 0.1 |
|
Avera Capital Wealth Management LLC
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CO | 0.1 |
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Infinity Wealth Counsel LLC
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OH | 0.1 |
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Doucet Asset Management LLC
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LA | 0.1 |
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Prien Asset Management LLC
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NM | 0.1 |
|
Nexwealth LLC
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FL | 0.1 |
|
Feltl Advisors LLC
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|
MN | 0.1 |
|
Graetz Wealth LLC
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|
MI | 0.1 |
|
ULTA Wealth Management LLC
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|
NV | 0.1 |
|
LMPG Wealth Advisors LLC
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FL | 0.1 |