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| Happy Holidays!! thanks for using AUM13F!! |
| Essential Investment Partners LLC
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| CRD # | 149509 |
| SEC # | 801-70121 |
| CIK # | |
| AUM | $202.0 M (2025-03-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 303-333-8498 |
| Address | 7887 E Belleview Ave Englewood, CO 80111 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 11.6 |
| (b) Individuals (high net worth individuals) | 51 | 179.6 |
| (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 | 2 | 10.8 |
| (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 | 268 | 202.0 |
| By Discretionary | ||
| Discretionary | 266 | 193.0 |
| Non-Discretionary | 2 | 9.0 |
| Total | 268 | 202.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.0 | |
| Total | 268 | 202.0 |
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|---|---|---|
|
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✚
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0.2 | |
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CA | 0.2 |
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|
Rinaldi Wealth Management Inc
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FL | 0.2 |
|
Brucke Financial Inc
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|
0.2 | |
|
Camelot Technology Advisors Inc
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|
CA | 0.2 |
|
BA Schrock Wealth Management Inc
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OH | 0.2 |
|
Big Sioux Financial Inc
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SD | 0.2 |
|
Arlington Capital Management Inc
✚
|
IL | 0.2 |