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advised by C••••• WEALTH ADVISORS, LLC
Missouri, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Dec 10, 2024 | $20.0M | 50 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | FIDELITY BROKERAGE SERVICES LLC | Covington | Kentucky | United States | no | 8-23292 |
| MAINSTAR TRUST | MAINSTAR TRUST | Omaga | Kansas | United States | no | n/a |
| $25,000 |
| 100.0% |
| yes |
| C••••• O•••• L••••••• L•• |
| Nov 20, 2024 | $20.0M | 50 | $25,000 | 100.0% | yes | C••••• O•••• L••••••• L•• |
| Jul 31, 2024 | $20.0M | 50 | $25,000 | 100.0% | yes | C••••• O•••• L••••••• L•• |
| Jul 11, 2024 | $20.0M | 50 | $25,000 | 100.0% | yes | C••••• O•••• L••••••• L•• |
| Jun 13, 2024 | $20.0M | 50 | $25,000 | 100.0% | yes | C••••• O•••• L••••••• L•• |
| Jun 13, 2024 | $20.0M | 50 | $25,000 | 100.0% | yes | C••••• O•••• L••••••• L•• |