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| Happy Holidays!! thanks for using AUM13F!! |
| Boomfish Wealth Group LLC
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|---|---|
| CRD # | 159201 |
| SEC # | 801-128215 |
| CIK # | 0002010786 |
| AUM | $193.7 M (2025-03-04) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 678-278-9632 |
| Address | 12600 Deerfield Parkway Alpharetta, GA 30004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.7 | ||
| Microsoft Corp | 4.3 | ||
| Amazon Com Inc | 3.6 | ||
| VISA Inc | 3.5 | ||
| Facebook Inc | 3.3 | ||
| Palo Alto Networks Inc | 3.3 | ||
| MercadoLibre Inc | 3.2 | ||
| Arista Networks Inc | 3.2 | ||
| ServiceNow Inc | 3.2 | ||
| Apple Inc | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 35.4 |
| (b) Individuals (high net worth individuals) | 80 | 136.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 6 | 21.7 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 702 | 193.7 |
| By Discretionary | ||
| Discretionary | 687 | 192.6 |
| Non-Discretionary | 15 | 1.1 |
| Total | 702 | 193.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.7 | |
| Total | 702 | 193.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010786] |
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|---|---|---|
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PA | 0.2 |
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Eudaimonia Asset Management LLC
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TN | 0.2 |
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CA | 0.2 |
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Newport Wealth Advisors Inc
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Sand Creek Capital LLC
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ID | 0.2 |
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New Century Financial Group LLC
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Clemson-Eps Advisors LLC
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SC | 0.2 |
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Legacy Solutions LLC
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PA | 0.2 |
|
The Wealth Conservancy Inc
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CO | 0.2 |
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Superior Planning LLC
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CA | 0.2 |