ELYXIUM WEALTH, LLC Top 13F Holdings - WhaleWisdom.com
ELYXIUM WEALTH, LLC. Elyxium Wealth is based out of San Mateo. Elyxium Wealth is a large advisory firm with 39 clients and discretionary assets under management (AUM) of …
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Elyxium Wealth LLC Portfolio | Elyxium Wealth LLC 13F Holdings
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Fund Portfolio Manager Performance 24Q3 AUM # of Holdings Performance Rank Allocation ; Elyxium Wealth LLC: Elyxium Wealth LLC: 0.00%: $181112000: 119: N/A
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Elyxium Wealth, Current Portfolio, 13F Holdings (2024-11-13)
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Past Performances and the history of Asset Under Management Elyxium Wealth, LLC. Current Holdings: 120Stocks Top holdings: AAPL(12.31%) IVV(7.09%) MSFT(4.21%) IJH(3.76%) …
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WATERWAY WEALTH MANAGEMENT, LLC Top 13F Holdings
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Waterway Wealth Management is a large advisory firm with 304 clients and discretionary assets under management (AUM) of $566,878,129 (Form ADV from 2024-06-24). Their last reported …
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LEGACY WEALTH MANAGMENT, LLC Top 13F Holdings
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Sep 30, 2024 · LEGACY WEALTH MANAGMENT, LLC. Legacy Wealth Managment is based out of Boise. Their last reported 13F filing for Q3 2024 included $171,503,312 in managed 13F …
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DIVERSIFY WEALTH MANAGEMENT, LLC Top 13F Holdings
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Jun 30, 2024 · Diversify Wealth Management is a large advisory firm with 1311 clients and discretionary assets under management (AUM) of $457,783,467 (Form ADV from 2024-07 …
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BROPHY WEALTH MANAGEMENT, LLC Top 13F Holdings
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Sep 30, 2024 · Brophy Wealth Management is based out of Bedford. Their last reported 13F filing for Q3 2024 included $279,409,973 in managed 13F securities and a top 10 holdings …
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AXIM PLANNING & WEALTH Top 13F Holdings - WhaleWisdom.com
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Axim Planning & Wealth is a large advisory firm with 217 clients and discretionary assets under management (AUM) of $129,314,000 (Form ADV from 2024-09-09). Their last reported 13F …
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SOFI WEALTH, LLC Top 13F Holdings - WhaleWisdom.com
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SOFI WEALTH, LLC. Sofi Wealth is based out of San Francisco. Sofi Wealth is a large advisory firm with 172012 clients and discretionary assets under management (AUM) of $943,520,661 …
whalewisdom.com
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