|
⚲
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| Alere Planning LLC
✚
|
|
|---|---|
| CRD # | 286121 |
| SEC # | 801-120912 |
| CIK # | |
| AUM | $208.0 M (2026-02-17) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 410-252-0088 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 43.1 |
| (b) Individuals (high net worth individuals) | 64 | 161.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 513 | 208.0 |
| By Discretionary | ||
| Discretionary | 512 | 207.8 |
| Non-Discretionary | 1 | 0.3 |
| Total | 513 | 208.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.0 | |
| Total | 513 | 208.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
O'Connell Investment and Insurance Services LLC
✚
|
OR | 0.2 |
|
Ponta Wealth Partners LLC
✚
|
FL | 0.2 |
|
SFC Financial LLC
✚
|
MO | 0.2 |
|
UCAP Asset Management LLC
✚
|
FL | 0.2 |
|
Fulcrum Wealth Advisors LLC
✚
|
WA | 0.2 |
|
Deseranno Corporation
✚
|
MI | 0.2 |
|
Guardsman Private Capital Management Inc
✚
|
FL | 0.2 |
|
Gates PASS Advisors LLC
✚
|
CA | 0.2 |
|
Garlikov Advisors Inc
✚
|
OH | 0.2 |
|
Terraform Wealth LLC
✚
|
TX | 0.2 |