0001214659-14-007527.txt : 20141112
0001214659-14-007527.hdr.sgml : 20141111
20141112061004
ACCESSION NUMBER: 0001214659-14-007527
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140930
FILED AS OF DATE: 20141112
DATE AS OF CHANGE: 20141112
EFFECTIVENESS DATE: 20141112
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: 141210793
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
false
false
0001483232
XXXXXXXX
09-30-2014
09-30-2014
false
TIEDEMANN WEALTH MANAGEMENT, LLC
520 Madison Avenue
26th Floor
New York
NY
10022
13F COMBINATION REPORT
028-13688
0001313345
028-12765
TIEDEMANN TRUST CO
N
Kevin Moran
General Counsel
212-396-5910
/s/ Kevin Moran
New York
NY
11-06-2014
1
39
49067
1
0001432976
028-13689
Tiedemann Wealth Management Holdings, LLC
INFORMATION TABLE
2
infotable.xml
ACCESS MIDSTREAM PARTNERS LP
UNIT
00434L109
1761
27678
SH
DFND
1
27678
0
0
ALLIANCE RESOURCE PARTNERS LP
UT LTD PART
01877R108
1813
42326
SH
DFND
1
42326
0
0
CENTURYLINK INC
COM
156700106
359
8828
SH
DFND
1
8828
0
0
CONSUMER STAPLES SPDR
SBI CONS STPLS
81369Y308
6257
138732
SH
DFND
1
138732
0
0
DEEP VALUE ETF
COM
26922A701
465
19105
SH
DFND
1
19105
0
0
EL PASO PIPELINE PARTNERS LP
COM UNIT LPI
283702108
1271
31665
SH
DFND
1
31665
0
0
ENBRIDGE ENERGY MGMT LLC SHARES
UNIT
29250X103
675
18153
SH
DFND
1
18153
0
0
ENBRIDGE ENERGY PARTNERS LP
COM UNIT LPI
29250R106
1613
41543
SH
DFND
1
41543
0
0
ENERGY TRANSFER EQUITY LP
COM UT LTD PTN
29273V100
1696
27499
SH
DFND
1
27499
0
0
ENERGY TRANSFER PARTNERS LP LTD PARTNERSHIP
COM UT LTD PTN
29273R109
1441
22534
SH
DFND
1
22534
0
0
ENTERPRISE PRODUCTS PARTNERS
COM UT LTD PTN
293792107
3497
86792
SH
DFND
1
86792
0
0
FORD MOTOR CO
COM
345370860
276
18605
SH
DFND
1
18605
0
0
FRONTIER COMMUNICATIONS CORP
UNIT
35906A108
282
43345
SH
DFND
1
43345
0
0
GAMESTOP CORP-CLASS A
COM
36467W109
257
6242
SH
DFND
1
6242
0
0
HEWLETT PACKARD
COM
428236103
357
10108
SH
DFND
1
10108
0
0
INTEL CORP
COM
458140100
388
11140
SH
DFND
1
11140
0
0
ISHARES S&P 500 GROWTH INDEX
S&P GRW
464287309
2319
21717
SH
DFND
1
21717
0
0
JABIL CIRCUIT
COM
466313103
337
16690
SH
DFND
1
16690
0
0
JPMORGAN CHASE & COALERIAN MLP
COM
46625H365
1759
33293
SH
DFND
1
33293
0
0
KINDER MORGAN ENERGY PARTNERS
UT LTD PARTNER
494550106
1831
19637
SH
DFND
1
19637
0
0
KINDER MORGAN INC COMMON STOCK
COM
49456B101
766
19990
SH
DFND
1
19990
0
0
KINDER MORGAN MGMT LLC SHARES COMMON STOCK
COM
49455U100
1150
12220
SH
DFND
1
12220
0
0
MAGELLAN MIDSTREAM PARTNERS
COM UNIT RP LP
559080106
1826
21702
SH
DFND
1
21702
0
0
NABORS INDUSTRIES
COM
G6359F103
364
15949
SH
DFND
1
15949
0
0
NGL ENERGY PARTNERS LP
COM UT LTD PTN
62913M107
803
20410
SH
DFND
1
20410
0
0
NUSTAR ENERGY LP
UNIT COM
67058H102
852
12928
SH
DFND
1
12928
0
0
NUSTAR GP HOLDINGS LLC UNIT LTD
UNIT LTD PARTN
67059L102
420
9660
SH
DFND
1
9660
0
0
ONEOK PARTNERS LP
UNIT LTD PARTN
68268N103
1442
25770
SH
DFND
1
25770
0
0
PLAINS ALL AMER PIPELINE LP
UNIT LTD PARTN
726503105
1319
22414
SH
DFND
1
22414
0
0
PLAINS GROUP HOLDINGS LP
UNIT LTD PARTN
72651A108
414
13520
SH
DFND
1
13520
0
0
SPDR GOLD SHARES
COM
78463V107
1135
9740
SH
DFND
1
9740
0
0
SPECTRA ENERGY PARTNERS LP
COM
84756N109
1917
36185
SH
DFND
1
36185
0
0
TC PIPELINES LP
UT COM LTD PRT
87233Q108
1189
17574
SH
DFND
1
17574
0
0
TEEKAY LNG PARTNERS LP
PRTNRSP UNITS
Y8564M105
753
17290
SH
DFND
1
17290
0
0
WELLPOINT INC
COM
94973V107
368
3071
SH
DFND
1
3071
0
0
WESTERN DIGITAL
COM
958102105
331
3419
SH
DFND
1
3419
0
0
WILLIAMS COS INC
COM
969457100
1907
34461
SH
DFND
1
34461
0
0
WILLIAMS PARTNERS LP
COM UNIT LP
96950F104
630
11880
SH
DFND
1
11880
0
0
WISDOMTREE JAPAN HEDGED EQUITY
COM
97717W851
2627
50191
SH
DFND
1
50191
0
0