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| Boomfish Wealth Group LLC
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|---|---|
| CRD # | 159201 |
| SEC # | 801-128215 |
| CIK # | 0002010786 |
| AUM | 214.4 M (2026-03-30) |
| Employees | 13 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 678-278-9632 |
| Address | 12600 Deerfield Parkway Alpharetta, GA 30004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002010786 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.7 | ||
| Apple Inc | 4.5 | ||
| KLA Tencor Corp | 4.1 | ||
| Alphabet Inc | 4.1 | ||
| ASML Holding NV | 3.9 | ||
| Amazon Com Inc | 3.7 | ||
| Applied Materials Inc /DE | 3.7 | ||
| Microsoft Corp | 3.4 | ||
| Lockheed Martin Corp | 3.3 | ||
| Lowes Companies Inc | 3.1 | ||
| Arista Networks Inc | 3.1 | ||
| Visa Inc | 2.9 | ||
| Expeditors International of Washington Inc | 2.9 | ||
| Mastercard Inc | 2.9 | ||
| Broadcom Inc | 2.9 | ||
| Intercontinentalexchange Group Inc | 2.9 | ||
| Vertex Pharmaceuticals Inc / Ma | 2.9 | ||
| Thermo Fisher Scientific Inc | 2.8 | ||
| Facebook Inc | 2.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.7 | ||
| Palo Alto Networks Inc | 2.7 | ||
| Fortinet Inc | 2.7 | ||
| J P Morgan Chase & Co | 2.7 | ||
| Microchip Technology Inc | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 36.6 |
| (b) Individuals (high net worth individuals) | 97 | 153.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 6 | 24.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 786 | 214.4 |
| By Discretionary | ||
| Discretionary | 786 | 214.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 786 | 214.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.4 | |
| Total | 786 | 214.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010786] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 6 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Marrick Wealth LLC
✚
|
CA | 215.6 M |
|
Ginsler Wealth Management Inc
✚
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215.5 M | |
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Providence Financial and Insurance Services Inc
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CA | 215.0 M |
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Caitlin John LLC
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MI | 214.9 M |
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Eastsound Capital Advisors LLC
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214.6 M | |
|
4Thought Financial Group Inc
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NY | 214.3 M |
|
Continuity Wealth Management Corp
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OR | 214.3 M |
|
IFS Advisors LLC
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KS | 213.8 M |
|
A4 Wealth Advisors LLC
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|
NC | 213.7 M |
|
Elite Income Advisors Inc
✚
|
MD | 213.4 M |