0001085146-18-000885.txt : 20180214 0001085146-18-000885.hdr.sgml : 20180214 20180214172321 ACCESSION NUMBER: 0001085146-18-000885 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180214 DATE AS OF CHANGE: 20180214 EFFECTIVENESS DATE: 20180214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TIEDEMANN WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001483232 IRS NUMBER: 261518088 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13688 FILM NUMBER: 18613835 BUSINESS ADDRESS: STREET 1: 520 MADISON AVENUE STREET 2: 26TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-396-5900 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 true false 0001483232 XXXXXXXX 12-31-2017 12-31-2017 false TIEDEMANN WEALTH MANAGEMENT, LLC

520 MADISON AVENUE 26TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-13688 N Kevin Moran 212-396-5910 /s/ Kevin Moran New York NY 02-05-2018 1 223 1307310 1 0001432976 028-13689 Tiedemann Wealth Management Holdings, LLC INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 654 2782 SH DFND 1642 0 1140 ABBOTT LABS COM 002824100 282 4944 SH DFND 4944 0 0 ABBVIE INC COM 00287Y109 683 7063 SH DFND 7063 0 0 ADOBE SYS INC COM 00724F101 464 2654 SH DFND 2654 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 549 3185 SH DFND 3135 0 50 ALLIANCE HOLDINGS GP LP COM UNITS LP 01861G100 3038 113395 SH DFND 113395 0 0 ALLIANCE RES PARTNER L P UT LTD PART 01877R108 2724 138247 SH DFND 138247 0 0 ALLIANT ENERGY CORP COM 018802108 1624 38110 SH DFND 38110 0 0 ALLSTATE CORP COM 020002101 327 3122 SH DFND 3122 0 0 ALPHABET INC CAP STK CL A 02079K305 15318 14540 SH DFND 1189 0 13351 ALPHABET INC CAP STK CL C 02079K107 11138 10644 SH DFND 1055 0 9589 ALPS ETF TR ALERIAN MLP 00162Q866 189 17550 SH DFND 17550 0 0 ALTRIA GROUP INC COM 02209S103 1325 18372 SH DFND 18372 0 0 AMAZON COM INC COM 023135106 2516 2150 SH DFND 2134 0 16 AMERICAN ELEC PWR INC COM 025537101 2883 39187 SH DFND 38587 0 600 AMERICAN EXPRESS CO COM 025816109 1123 11318 SH DFND 8042 0 3276 AMERICAN TOWER CORP NEW COM 03027X100 950 6623 SH DFND 6523 0 100 AMERICAN WTR WKS CO INC NEW COM 030420103 582 6360 SH DFND 6260 0 100 AMERIGAS PARTNERS L P UNIT L P INT 030975106 7669 165902 SH DFND 165902 0 0 AMGEN INC COM 031162100 1798 10337 SH DFND 10009 0 328 ANSYS INC COM 03662Q105 464 3140 SH DFND 3140 0 0 APOLLO MEDICAL HLDGS INC COM NEW 03763A207 252 10500 SH DFND 0 0 10500 APPLE INC COM 037833100 7047 41632 SH DFND 28650 0 12982 AQUA AMERICA INC COM 03836W103 1052 26824 SH DFND 26824 0 0 AT&T INC COM 00206R102 764 19605 SH DFND 16295 0 3310 ATLANTIC CAP BANCSHARES INC COM 048269203 614 34861 SH DFND 34861 0 0 ATMOS ENERGY CORP COM 049560105 1673 19484 SH DFND 19484 0 0 BANK AMER CORP COM 060505104 1318 44578 SH DFND 12913 0 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