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| Advisor Partners II LLC
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|---|---|
| CRD # | 321633 |
| SEC # | 801-125744 |
| CIK # | 0001954015 |
| AUM | 13.91 B (2026-03-31) |
| Employees | 26 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-265-2257 |
| Address | 1333 N California Blvd Walnut Creek, CA 94596 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001954015 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.7 | ||
| Microsoft Corp | 0.6 | ||
| Nvidia Corp | 0.6 | ||
| Amazon Com Inc | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Coca Cola Co | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Tesla Motors Inc | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Walt Disney Co | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 762 | 0.6 |
| (b) Individuals (high net worth individuals) | 4,380 | 11.7 |
| (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 | 3 | 0.0 |
| (h) Charitable organizations | 91 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 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 | 131 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 5,371 | 13.9 |
| By Discretionary | ||
| Discretionary | 5,371 | 13.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,371 | 13.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.9 | |
| Total | 5,371 | 13.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001954015] | |
| 13F-NT | [0001954015] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Atlanta Consulting Group Advisors LLC
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GA | 14.70 B |
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Pine Ridge Advisers LLC
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NY | 14.42 B |
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Aptus Capital Advisors LLC
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AL | 14.14 B |
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Prime Buchholz LLC
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NH | 14.07 B |
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Mission Wealth Management LP
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CA | 13.91 B |
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Madison Investment Advisors LLC
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WI | 13.84 B |
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Dolan McEniry Capital Management LLC
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IL | 13.76 B |
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Sapient Capital LLC
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IN | 13.76 B |
|
Clearbrook Investment Consulting LLC
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NY | 13.72 B |
|
Kestra Private Wealth Services LLC
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TX | 13.45 B |