0001214659-15-001315.txt : 20150213
0001214659-15-001315.hdr.sgml : 20150213
20150213120638
ACCESSION NUMBER: 0001214659-15-001315
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150213
DATE AS OF CHANGE: 20150213
EFFECTIVENESS DATE: 20150213
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: 15611435
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
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0001483232
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12-31-2014
12-31-2014
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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
02-12-2015
1
29
63595
1
0001432976
028-13689
Tiedemann Wealth Management Holdings, LLC
INFORMATION TABLE
2
infotable.xml
ACCESS MIDSTREAM PARTNERS LP
UNIT
00434L109
2316
42738
SH
DFND
1
42738
0
0
ALLIANCE RESOURCE PARTNERS LP
UT LTD PART
01877R108
2420
56216
SH
DFND
1
56216
0
0
CONSUMER STAPLES SPDR
SBI CONS STPLS
81369Y308
9087
187405
SH
DFND
1
187405
0
0
CREDIT SUISSE EQUAL WEIGHT INDEX FUND
UNIT OF PARTNER
22542D852
430
13495
SH
DFND
1
13495
0
0
DEEP VALUE ETF
COM
26922A701
4749
188017
SH
DFND
1
188017
0
0
ENBRIDGE ENERGY MGMT LLC SHARES
UNIT
29250X103
1033
26634
SH
DFND
1
26634
0
0
ENBRIDGE ENERGY PARTNERS LP
COM UNIT LPI
29250R106
2299
57638
SH
DFND
1
57638
0
0
ENERGY TRANSFER EQUITY LP
COM UT LTD PTN
29273V100
1725
30079
SH
DFND
1
30079
0
0
ENERGY TRANSFER PARTNERS LP LTD PARTNERSHIP
COM UT LTD PTN
29273R109
2635
40539
SH
DFND
1
40539
0
0
ENTERPRISE PRODUCTS PARTNERS
COM UT LTD PTN
293792107
4302
119117
SH
DFND
1
119117
0
0
FIRST ENERGY INCOME GROWTH FD
COM
337386104
705
19320
SH
DFND
1
19320
0
0
FIRST ENERGY INCOME MLP
UNIT OF PARTNER
33739B104
723
33571
SH
DFND
1
33571
0
0
ISHARES S&P 500 GROWTH INDEX
S&P GRW
464287309
2423
21717
SH
DFND
1
21717
0
0
JPMORGAN CHASE & COALERIAN MLP
COM
46625H365
1529
33293
SH
DFND
1
33293
0
0
KINDER MORGAN INC COMMON STOCK
COM
49456B101
5064
119705
SH
DFND
1
119705
0
0
MAGELLAN MIDSTREAM PARTNERS
COM UNIT RP LP
559080106
2390
28922
SH
DFND
1
28922
0
0
NGL ENERGY PARTNERS LP
COM UT LTD PTN
62913M107
1045
37355
SH
DFND
1
37355
0
0
NUSTAR ENERGY LP
UNIT COM
67058H102
888
15383
SH
DFND
1
15383
0
0
NUSTAR GP HOLDINGS LLC UNIT LTD
UNIT LTD PARTN
67059L102
833
23105
SH
DFND
1
23105
0
0
ONEOK PARTNERS LP
UNIT LTD PARTN
68268N103
1964
49585
SH
DFND
1
49585
0
0
PLAINS ALL AMER PIPELINE LP
UNIT LTD PARTN
726503105
2236
43584
SH
DFND
1
43584
0
0
PLAINS GROUP HOLDINGS LP
UNIT LTD PARTN
72651A108
528
20585
SH
DFND
1
20585
0
0
SPDR GOLD SHARES
COM
78463V107
1323
11652
SH
DFND
1
11652
0
0
SPECTRA ENERGY PARTNERS LP
COM
84756N109
2508
44032
SH
DFND
1
44032
0
0
TC PIPELINES LP
UT COM LTD PRT
87233Q108
1515
21284
SH
DFND
1
21284
0
0
TEEKAY LNG PARTNERS LP
PRTNRSP UNITS
Y8564M105
1345
31280
SH
DFND
1
31280
0
0
WILLIAMS COS INC
COM
969457100
2239
49824
SH
DFND
1
49824
0
0
WILLIAMS PARTNERS LP
COM UNIT LP
96950F104
985
22020
SH
DFND
1
22020
0
0
WISDOMTREE JAPAN HEDGED EQUITY
COM
97717W851
2356
47870
SH
DFND
1
47870
0
0