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| Happy Holidays!! thanks for using AUM13F!! |
| Brewster Financial Planning LLC
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| CRD # | 125291 |
| SEC # | 801-77668 |
| CIK # | 0001898145 |
| AUM | $204.6 M (2025-05-21) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 646-249-9880 |
| Address | 641 President Street Brooklyn, NY 11215 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Loews Corp | 0.4 | ||
| Wells Fargo & Co/MN | 0.4 | ||
| Marathon Petroleum Corp | 0.3 | ||
| Chevron Corp | 0.3 | ||
| Alphabet Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 4.7 |
| (b) Individuals (high net worth individuals) | 103 | 199.6 |
| (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 | 1 | 0.2 |
| (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 | 1 | 0.2 |
| (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 | 612 | 204.6 |
| By Discretionary | ||
| Discretionary | 603 | 201.5 |
| Non-Discretionary | 9 | 3.1 |
| Total | 612 | 204.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 201.2 | |
| Total | 612 | 204.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001898145] |
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|---|---|---|
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TX | 0.2 |
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0.2 | |
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MA | 0.2 |
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CO | 0.2 |
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TX | 0.2 |
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Aspiring Ventures LLC
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OH | 0.2 |
|
Lionshead Wealth Management LLC
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NY | 0.2 |
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Millennial Wealth LLC
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0.2 |