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⚲
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| Advisor Compliance Partners LLC
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|
|
|---|---|
| CRD # | 338484 |
| SEC # | 801-134461 |
| CIK # | |
| AUM | $131.9 M (2026-04-28) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 808-657-6511 |
| Address | 75170 Hualalai Rd, Kailuakona, HI 96740 |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 36.1 |
| (b) Individuals (high net worth individuals) | 42 | 70.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 11.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 13.7 |
| (n) Other | 0 | 0.0 |
| Total | 465 | 131.9 |
| By Discretionary | ||
| Discretionary | 465 | 131.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 465 | 131.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 131.3 | |
| Total | 465 | 131.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Canterbury Capital Wealth Management LLC
✚
|
AL | 0.1 |
|
Lee-Way Financial Services Inc
✚
|
MS | 0.1 |
|
PMV Capital Advisers LLC
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|
TX | 0.1 |
|
JGC Wealth Management LLC
✚
|
OR | 0.1 |
|
Blue Line Capital LLC
✚
|
IL | 0.1 |
|
PW Advisors LLC
✚
|
FL | 0.1 |
|
Professional Trading Services Brokerage LLC
✚
|
NJ | 0.1 |
|
Teplitz Financial Group LLC
✚
|
NJ | 0.1 |
|
Corinthian Wealth Management Inc
✚
|
CA | 0.1 |
|
LMPG Wealth Advisors LLC
✚
|
FL | 0.1 |