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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Core Planning LLC
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|---|---|
| CRD # | 154660 |
| SEC # | 801-131950 |
| CIK # | |
| AUM | $121.5 M (2025-06-06) |
| Employees | 32 (100% Investors, 0% Brokers) |
| Phone | 636-734-7507 |
| Address | 706 N Main St Ofallon, MO 63366 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 330 | 67.6 |
| (b) Individuals (high net worth individuals) | 29 | 53.9 |
| (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 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 884 | 121.5 |
| By Discretionary | ||
| Discretionary | 553 | 98.2 |
| Non-Discretionary | 331 | 23.3 |
| Total | 884 | 121.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.5 | |
| Total | 884 | 121.5 |
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|---|---|---|
|
KULT Wealth Management Group LLC
✚
|
WI | 0.1 |
|
Symphony Wealth Management LLC
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0.1 | |
|
Hudson Heritage Capital Management Inc
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NY | 0.1 |
|
Loretta Nolan Associates LLC
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CT | 0.1 |
|
Baffin Advisors LLC
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|
0.1 | |
|
Antonetti Capital Management LLC
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|
FL | 0.1 |
|
Freeboard Capital LLC
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|
0.1 | |
|
McGrath & Associates Inc
✚
|
NC | 0.1 |
|
Tublin - Difusco Advisors Inc
✚
|
0.1 | |
|
RW Baker Wealth Management Group LLC
✚
|
WY | 0.1 |