0001214659-17-000932.txt : 20170210 0001214659-17-000932.hdr.sgml : 20170210 20170210122348 ACCESSION NUMBER: 0001214659-17-000932 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170210 DATE AS OF CHANGE: 20170210 EFFECTIVENESS DATE: 20170210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Tiedemann Wealth Management Holdings, LLC CENTRAL INDEX KEY: 0001432976 IRS NUMBER: 753261129 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13689 FILM NUMBER: 17591319 BUSINESS ADDRESS: STREET 1: 520 MADISON AVENUE STREET 2: 26TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-396-5910 MAIL ADDRESS: STREET 1: 520 MADISON AVENUE STREET 2: 26TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001432976 XXXXXXXX 12-31-2016 12-31-2016 false Tiedemann Wealth Management Holdings, LLC

520 MADISON AVENUE 26TH FLOOR NEW YORK NY 10022

13F COMBINATION REPORT 028-13689 0001483232 028-13688 TIEDEMANN WEALTH MANAGEMENT, LLC N Kevin Moran 212-396-5910 /s/ Kevin Moran New York NY 02-08-2017 1 18 40041 1 0001483232 028-13688 TIEDEMANN WEALTH MANAGEMENT, LLC INFORMATION TABLE 2 infotable.xml Consumer Staples SPDR SBI CONS STPLS 81369Y308 4888 94531 SH DFND 1 0 94531 0 Deep Value ETF DEEP VALUE ETF 26922A701 10246 388882 SH DFND 1 0 388882 0 Energy Select Sector SPDR ETF SBI INT-ENERGY 81369Y506 971 12900 SH DFND 1 0 12900 0 Facebook Inc Cl A CL A 030303M02 216 1875 SH DFND 1 0 1875 0 First Trust Energy Income & Growth COM 33738G104 7236 272649 SH DFND 1 0 272649 0 Guggenheim S & P 500 Pure Value COM 78355W304 228 3956 SH DFND 1 0 3956 0 iShares Core Moderate Allocation ETF MODERT ALLOC ETF 464289875 767 21781 SH DFND 1 0 21781 0 iShares MSCI World MSCI WORLD ETF 464286392 387 5297 SH DFND 1 0 5297 0 iShares Core S & P Midcap ETF CORE S&P MCP ETF 464287507 4359 26362 SH DFND 1 0 26362 0 iShares S&P 500 Growth Index Fund 500 GRWT ETF 464287309 3158 25930 SH DFND 1 0 25930 0 JP Morgan Growth Advantage FD SL CL A 62826M483 1648 106056 SH DFND 1 0 106056 0 JPMorgan Alerian MLP ETN ALERIAN ML ETN 46625H365 1156 36581 SH DFND 1 0 36581 0 Matthews Asia Small COMP INV 577125206 1256 65938 SH DFND 1 0 65938 0 Matthews Asia Dividend INV 557125107 3269 210650 SH DFND 1 0 210650 0 SPDR Gold Trust GOLD SHS 78463V107 454 4147 SH DFND 1 0 4147 0 Tweedy Brown Global Value COM 901165100 3479 138928 SH DFND 1 0 138928 0 Vanguard REIT EFT REIT ETF 922908553 578 7000 SH DFND 1 0 7000 0 Wisdomtree Tr Japan Hedged Equity Fund JAPN HEDGE EQT 97717W851 635 12810 SH DFND 1 0 12810 0