| As of Date | 05/13/2026 |
| Registration | SEC, Approved, 02/26/1996 |
| ADV Location | TOWSON, MD, United States |
| Contact Info | 410 xxxxxxx |
| Websites |
| AUM* | 1,270,749,770 32% |
| of that, discretionary | 1,270,749,770 32% |
| Number of Employees | 21 40% |
| of those in investment advisory functions | 10 43% |
| Private Fund GAV* | 0 |
| Avg Account Size | 811,981 23% |
| % High Net Worth | 52.85% 3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM136.2m | #Funds- | |
| Adviser GARY L. GREENBERG | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM141.1m | #Funds- | |
| Adviser CITADEL INVESTMENT ADVISORY INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM278.3m | #Funds- | |
| Adviser THE PALMER KNIGHT COMPANY | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM285.4m | #Funds- | |
| Adviser PATRICK MAURO INVESTMENT ADVISOR, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM212.1m | #Funds- | |
| Adviser COMPASS WEALTH MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM682.5m | #Funds- | |
| Adviser SPRAKER WEST WEALTH MANAGEMENT, INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM265.3m | #Funds- | |
| Adviser FOUNDATION WEALTH MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM411.9m | #Funds- | |
| Adviser WEALTHCREST FINANCIAL SERVICES, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM507.5m | #Funds- | |
| Adviser BOSTON ASSET MANAGEMENT, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM103.7m | #Funds- |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker14020X104 | Stock NameCAPITAL GROUP GBL GROWTH EQT | $ Position$66,894,103 | % Position22.00% | $ Change29.00% | # Change1.00% |
| Stck Ticker464288240 | Stock NameISHARES TR | $ Position$29,870,182 | % Position10.00% | $ Change13.00% | # Change1.00% |
| Stck Ticker14020G101 | Stock NameCAPITAL GROUP GROWTH ETF | $ Position$24,373,748 | % Position8.00% | $ Change25.00% | # Change6.00% |
| Stck Ticker464287671 | Stock NameISHARES TR | $ Position$16,165,527 | % Position5.00% | $ Change21.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$12,582,759 | % Position4.00% | $ Change13.00% | # Change-1.00% |
| Stck Ticker78464A508 | Stock NameSPDR SERIES TRUST | $ Position$13,800,363 | % Position4.00% | $ Change9.00% | # Change1.00% |
| Stck Ticker78464A409 | Stock NameSPDR SERIES TRUST | $ Position$10,007,138 | % Position3.00% | $ Change20.00% | # Change-1.00% |
| Stck Ticker464287663 | Stock NameISHARES TR | $ Position$10,009,110 | % Position3.00% | $ Change8.00% | # Change0.00% |
| Stck Ticker464287507 | Stock NameISHARES TR | $ Position$8,528,917 | % Position3.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker46434G103 | Stock NameISHARES INC | $ Position$9,389,588 | % Position3.00% | $ Change21.00% | # Change2.00% |