TEN CAPITAL WEALTH ADVISORS, LLC
Adviser information for TEN CAPITAL WEALTH ADVISORS, LLC last updated from Form ADV on March 14th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 10 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,308 | $824.3M |
| Non-Discretionary | 43 | $88.8M |
| Total | 2,351 | $913.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 707 | $192.3M |
| HNW Individuals | 209 | $632.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 43 | $88.8M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Principal Office
835 N. POST STREETSUITE 102
SPOKANE
WA
United States
Monday - Friday, 8:00 A.M. TO 4:30 A.M.
Tel: 509-325-2003, Fax: 509-325-3303
Websites
Chief Compliance Officer
TIM MITROVICH
CHIEF FINANCIAL OFFICER
835 N. POST STREET
SUITE 102
SPOKANE
WA
United States
Tel:
509-325-2003
Fax:
509-325-3303
T**@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MITROVICH, TIMOTHY, MARK | Individual | – | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | 06/2013 | > 75% |
| TIMM, JACOB, CHRISTIAN | Individual | – | MEMBER AND VICE PRESIDENT | 02/2015 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 31st, 2023 for period ending June 30th, 2023
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| LLOYDS BANKING GROUP PLC SPND | ADR | 28 | 13K | – |
| NOVO NORDISK A S | ADR | 140 | 871 | – |
| TAIWAN SEMICONDUCTOR MFG LTD SPND ADS | ADR | 612 | 6K | – |
| ASML HOLDING N V N Y REGISTRY SHS | ADR | 831 | 1K | – |
| ARES CAPITAL CORP | Stock | 404 | 22K | – |
| QUICKLOGIC CORP NEW | Stock | 91 | 10K | – |
| COMSTOCK INC NEW | Stock | 7 | 10K | – |
| AIRGAIN INC | Stock | 87 | 16K | – |
| HECLA MNG CO | Stock | 84 | 17K | – |
| CERAGON NETWORKS LTD ORD | Stock | 37 | 18K | – |
| INSEEGO CORP | Stock | 25 | 40K | – |
| PAYPAL HLDGS INC | Stock | 100 | 2K | – |
| ALLSTATE CORP | Stock | 101 | 920 | – |
| INTERPUBLIC GROUP COS INC | Stock | 101 | 3K | – |
| MCDONALDS CORP | Stock | 101 | 341 | – |
| MICROCHIP TECH INC. | Stock | 102 | 1K | – |
| APOLLO GLOBAL MGMT INC | Stock | 102 | 1K | – |
| GRAINGER W W INC | Stock | 106 | 135 | – |
| SENTINELONE INC CL A | Stock | 109 | 7K | – |
| AMERIPRISE FINL INC | Stock | 109 | 329 | – |
| BARRICK GOLD CORP | Stock | 109 | 6K | – |
| CONSTELLATION ENERGY CORP | Stock | 110 | 1K | – |
| MCKESSON CORP | Stock | 115 | 271 | – |
| VULCAN MATLS CO | Stock | 119 | 530 | – |
| SCHWAB CHARLES CORP | Stock | 119 | 2K | – |
| MORGAN STANLEY NEW | Stock | 120 | 1K | – |
| NORTHROP GRUMMAN CORP | Stock | 121 | 267 | – |
| RTX CORPORATION | Stock | 121 | 1K | – |
| CVS HEALTH CORP | Stock | 123 | 2K | – |
| SERVICENOW INC | Stock | 126 | 225 | – |
| PRINCIPAL FINANCIAL GROUP INC | Stock | 129 | 2K | – |
| PFIZER INC | Stock | 129 | 4K | – |
| BANNER CORP NEW | Stock | 130 | 3K | – |
| VALERO ENERGY CORP | Stock | 135 | 1K | – |
| JELD WEN HLDG INC | Stock | 136 | 8K | – |
| MARATHON PETE CORP | Stock | 139 | 1K | – |
| BLACKBERRY LTD | Stock | 139 | 25K | – |
| HALLIBURTON CO | Stock | 142 | 4K | – |
| EMERSON ELEC CO | Stock | 154 | 2K | – |
| INTEL CORP | Stock | 156 | 5K | – |
| ROCKWELL AUTOMATION INC | Stock | 157 | 478 | – |
| HONEYWELL INTL INC | Stock | 158 | 765 | – |
| ENPHASE ENERGY INC | Stock | 163 | 974 | – |
| ATMOS ENERGY CORP | Stock | 163 | 1K | – |
| CATERPILLAR INC | Stock | 163 | 666 | – |
| MEDTRONIC PLC SHS | Stock | 164 | 2K | – |
| APPLIED MATLS INC | Stock | 167 | 1K | – |
| EXELON CORP | Stock | 168 | 4K | – |
| ACCENTURE PLC IRELND | Stock | 172 | 559 | – |
| CSX CORP | Stock | 177 | 5K | – |
| TEXAS INSTRS INC | Stock | 178 | 993 | – |
| ORACLE CORP | Stock | 179 | 2K | – |
| QUALCOMM INC | Stock | 181 | 2K | – |
| CITIGROUP INC NEW | Stock | 182 | 4K | – |
| IDEX CORP | Stock | 196 | 915 | – |
| PURE STORAGE INC CL A | Stock | 200 | 5K | – |
| DISNEY WALT CO | Stock | 209 | 2K | – |
| AMERICAN WTR WKS CO INC NEW | Stock | 211 | 1K | – |
| TARGET CORP | Stock | 213 | 2K | – |
| WALMART INC | Stock | 214 | 1K | – |
| ENVIVA INC | Stock | 217 | 20K | – |
| DEVON ENERGY CORP NEW | Stock | 217 | 4K | – |
| CUMMINS INC | Stock | 218 | 893 | – |
| ICAHN ENTERPRISES LP DEP UNIT | Stock | 222 | 8K | – |
| BRISTOL MYERS SQUIBB CO | Stock | 223 | 3K | – |
| AMERICAN EXPRESS CO | Stock | 224 | 1K | – |
| INTERCONTINENTAL EXCHANGE INC | Stock | 230 | 2K | – |
| AMGEN INC | Stock | 232 | 1K | – |
| JACOBS SOLUTIONS INC | Stock | 235 | 2K | – |
| PROCTER AND GAMBLE CO | Stock | 241 | 2K | – |
| FREEPORT MCMORAN INC CL B | Stock | 247 | 6K | – |
| MASTERCARD INCORP CL A | Stock | 259 | 659 | – |
| EXXON MOBIL CORP | Stock | 269 | 3K | – |
| WELLS FARGO CO NEW | Stock | 269 | 6K | – |
| ABBOTT LABS | Stock | 277 | 3K | – |
| VISA INC CL A | Stock | 290 | 1K | – |
| BOEING CO | Stock | 292 | 1K | – |
| AVISTA CORP | Stock | 295 | 8K | – |
| BANK AMERICA CORP | Stock | 295 | 10K | – |
| FIRST INTST BANCSYSTEM INC | Stock | 298 | 13K | – |
| CISCO SYS INC | Stock | 312 | 6K | – |
| BLACKSTONE INC | Stock | 318 | 3K | – |
| CRESCENT ENERGYPANY CL A | Stock | 326 | 31K | – |
| SALESFORCE INC | Stock | 327 | 2K | – |
| LOCKHEED MARTIN CORP | Stock | 335 | 728 | – |
| MERCK CO INC | Stock | 336 | 3K | – |
| PEPSICO INC | Stock | 340 | 2K | – |
| UNITEDHEALTH GROUP INC | Stock | 344 | 716 | – |
| GLACIER BANCORP INC NEW | Stock | 357 | 11K | – |
| ABBVIE INC | Stock | 362 | 3K | – |
| META PLATFORMS INC CL A | Stock | 375 | 1K | – |
| NIKE INC CL B | Stock | 384 | 3K | – |
| ALPHATEC HLDGS INC NEW | Stock | 388 | 22K | – |
| STARBUCKS CORP | Stock | 391 | 4K | – |
| LUMINAR TECHNOLOGIES INC CL A | Stock | 400 | 58K | – |
| PALO ALTO NETWORKS INC | Stock | 433 | 2K | – |
| JPMORGAN CHASE CO | Stock | 439 | 3K | – |
| LOWES COS INC | Stock | 457 | 2K | – |
| BERKSHIRE HATH INC DEL CL B NEW | Stock | 459 | 1K | – |
| COCA COLA CO | Stock | 460 | 8K | – |
| JOHNSON JOHNSON | Stock | 481 | 3K | – |
| ALPHABET INC CAP STK CL C | Stock | 510 | 4K | – |
| BROADCOM INC | Stock | 511 | 590 | – |
| ADOBE SYSTEMS INCORPD | Stock | 525 | 1K | – |
| HOME DEPOT INC | Stock | 554 | 2K | – |
| TESLA INC | Stock | 560 | 2K | – |
| COSTCO WHSL CORP NEW | Stock | 585 | 1K | – |
| CHEVRON CORP NEW | Stock | 648 | 4K | – |
| ALPHABET INC CAP STK CL A | Stock | 672 | 6K | – |
| QUANTA SVCS INC | Stock | 745 | 4K | – |
| LILLY ELI CO | Stock | 768 | 2K | – |
| NVIDIA CORPORATION | Stock | 823 | 2K | – |
| CLEVELAND CLIFFS INC NEW | Stock | 1K | 83K | – |
| AMAZON INC | Stock | 2K | 12K | – |
| APPLE INC | Stock | 7K | 37K | – |
| MICROSOFT CORP | Stock | 11K | 33K | – |
| PROCORE TECHNOLOGIES INC | Stock | 12K | 187K | – |
| SCHWAB U.S. LARGE CAP | ETF | 106 | 2K | – |
| SPDR PORTFOLIO EMERGING MARKETS | ETF | 111 | 3K | – |
| ISHARES 5 10 YEAR INVT GRADE CORP | ETF | 123 | 2K | – |
| ISHARES S P MID CAP 400 GROWTH | ETF | 125 | 2K | – |
| ISHARES SHORT TERM NATIONAL MUNI | ETF | 129 | 1K | – |
| ISHARES RUSSELL MID CAP VALUE | ETF | 133 | 1K | – |
| ISHARES S P SMALL CAP 600 GROWTH | ETF | 136 | 1K | – |
| VANGUARDMUNICATION SERVICES | ETF | 139 | 1K | – |
| HEALTH CARE SELECT SECTOR SPDR FUND | ETF | 149 | 1K | – |
| VANGUARD FINANCIALS | ETF | 161 | 2K | – |
| FIRST TRUST TACTICAL HIGH YIELD | ETF | 172 | 4K | – |
| VANGUARD MID CAP VALUE | ETF | 180 | 1K | – |
| ISHARES RUSSELL 3000 | ETF | 188 | 740 | – |
| FIRST TRUST NASDAQ 100 TEC | ETF | 190 | 1K | – |
| VANGUARD GROWTH | ETF | 190 | 675 | – |
| SPDR S P 500 TRUST | ETF | 195 | 442 | – |
| VANGUARD INTERMEDIATE TERM CORP | ETF | 203 | 3K | – |
| HARTFORD MULTIFACTOR US EQUITY | ETF | 203 | 5K | – |
| SPDR ICE PREFERRED SECURITIES | ETF | 235 | 7K | – |
| FIRST TRUST CAPITAL STRENGTH | ETF | 245 | 3K | – |
| FIRST TRUST MID CAP CORE ALPHADEX FUND | ETF | 260 | 3K | – |
| VANGUARD DIVIDEND APPRECIATION | ETF | 288 | 2K | – |
| ISHARES 7 10 YEAR TREASURY | ETF | 304 | 3K | – |
| VANGUARD ULTRA SHORT | ETF | 305 | 6K | – |
| ISHARES ESG AWARE MSCI USA | ETF | 314 | 3K | – |
| ISHARES GLOBAL REIT | ETF | 315 | 14K | – |
| SCHWAB U.S. BROAD MARKET | ETF | 323 | 6K | – |
| ISHARES GLOBAL TECH | ETF | 331 | 5K | – |
| FIRST TRUST DOW JONES INDEX FUND | ETF | 336 | 2K | – |
| INVESCO QQQ TRUST SERIES I | ETF | 337 | 913 | – |
| ISHARES COHEN STEERS REIT | ETF | 352 | 6K | – |
| ISHARES MSCI EAFE | ETF | 429 | 6K | – |
| ISHARES U.S. INFRASTRUCTURE | ETF | 429 | 11K | – |
| JANUS HENDERSON SHORT DURATION INCOME | ETF | 446 | 9K | – |
| FLEXSHARES IBOXX 3 YEAR TARGET | ETF | 447 | 19K | – |
| ISHARES 0 3 MONTH TREASURY | ETF | 461 | 5K | – |
| ISHARES S P MID CAP 400 VALUE | ETF | 466 | 4K | – |
| ISHARES RUSSELL 1000 VALUE | ETF | 489 | 3K | – |
| TECH SELECT SECTOR SPDR FUND | ETF | 502 | 3K | – |
| ISHARES CORE S P MID CAP | ETF | 511 | 2K | – |
| ISHARES ESG AWARE MSCI USA SMALL CAP | ETF | 574 | 16K | – |
| VANGUARD S P 500 | ETF | 585 | 1K | – |
| FLEXSHARES STOXX GLOBAL BROAD | ETF | 636 | 12K | – |
| SCHWAB US DIVIDEND EQUITY | ETF | 644 | 9K | – |
| VANGUARD MEGA CAP GROWTH | ETF | 645 | 3K | – |
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND | ETF | 776 | 18K | – |
| SPDR BLACKSTONE SENIOR LOAN | ETF | 1K | 25K | – |
| ISHARES CORE MSCI EAFE | ETF | 1K | 17K | – |
| VANGUARD REAL ESTATE | ETF | 1K | 14K | – |
| VANGUARD SMALL CAP GROWTH | ETF | 1K | 5K | – |
| GOLDMAN SACHS INNOVATE EQUITY | ETF | 1K | 25K | – |
| XTRACKERS USD HIGH YIELD CORP | ETF | 1K | 35K | – |
| FIRST TRUST INTERNATIONAL EQUITY OPP | ETF | 1K | 36K | – |
| ISHARES MORNINGSTAR MID CAP | ETF | 1K | 23K | – |
| ISHARES CORE S P SMALL CAP | ETF | 1K | 15K | – |
| WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | ETF | 2K | 63K | – |
| ISHARES 1 5 YEAR INVT GRADE CORP | ETF | 2K | 38K | – |
| VANGUARD SHORT TERM TREASURY | ETF | 2K | 37K | – |
| ISHARES IBOXX $ INVT GRADE CORP | ETF | 2K | 21K | – |
| VANGUARD INTERMEDIATE TERM TREASURY | ETF | 2K | 40K | – |
| ISHARES MBS | ETF | 2K | 25K | – |
| GOLDMAN SACHS ACCESS INVT GRADE CORP | ETF | 2K | 54K | – |
| ISHARES CORE MSCI EMERGING MARKETS | ETF | 3K | 54K | – |
| IQ FTSE INTL EQUITY CURRENCY NEUTRAL | ETF | 3K | 123K | – |
| JANUS HENDERSON MORT BACKED SECURITIES | ETF | 3K | 74K | – |
| FIRST TRUST US EQUITY OPPORTUNITIES | ETF | 4K | 47K | – |
| VANGUARD TOTAL STOCK MARKET | ETF | 4K | 19K | – |
| VANGUARD MID CAP | ETF | 5K | 21K | – |
| SPDR PORTFOLIO DEVELOPED WORLD EX US | ETF | 5K | 166K | – |
| VANGUARD SMALL CAP | ETF | 6K | 31K | – |
| ISHARES CORE S P 500 | ETF | 11K | 25K | – |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | ETF | 19K | 481K | – |
| FIRST TRUST RISING DIVIDEND ACHIEVERS | ETF | 22K | 475K | – |
| ISHARES CORE DIVIDEND GROWTH | ETF | 22K | 436K | – |
| JPMORGAN EQUITY PREMIUM INCOME | ETF | 25K | 450K | – |
| GOLDMAN SACHS U.S. LARGE CAP EQUITY | ETF | 26K | 302K | – |
| FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME | ETF | 33K | 750K | – |
| JANUS DETROIT STREET TRUST | ETF | 46K | 923K | – |
| AMERICAN TOWER CORP NEW | Stock | 121 | 620 | – |
| PROLOGIS INC. | Stock | 134 | 1K | – |
| EQUINIX INC | Stock | 274 | 350 | – |
| POTLATCHDELTIC CORPORATION | Stock | 336 | 6K | – |
| BLACKSTONE MTG TR INC CL A | Stock | 373 | 17K | – |