|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Essential Partners LLC
✚
|
|
|---|---|
| CRD # | 315959 |
| SEC # | 801-126327 |
| CIK # | |
| AUM | $325.1 M (2025-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 213-878-0074 |
| Address | 16950 Via de Santa Fe Rancho Santa Fe, CA 92067 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 37 | 280.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 6.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 38.1 |
| (n) Other | 0 | 0.0 |
| Total | 142 | 325.1 |
| By Discretionary | ||
| Discretionary | 142 | 325.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 142 | 325.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 325.1 | |
| Total | 142 | 325.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Olistico Wealth LLC
✚
|
OK | 0.3 |
|
Duvarney Craig Douglas
✚
|
0.3 | |
|
RF&L Wealth Management LLC
✚
|
MA | 0.3 |
|
Camarda Financial Advisors LLC
✚
|
FL | 0.3 |
|
BDFS Capital LLC
✚
|
DE | 0.3 |
|
Financial Advisory Partners LLC
✚
|
FL | 0.3 |
|
Carter Financial Group Inc
✚
|
IL | 0.3 |
|
Busey Capital Management Inc
✚
|
IL | 0.3 |
|
BDT & Associates Inc
✚
|
AZ | 0.3 |
|
Cosner Financial Group LLC
✚
|
CO | 0.3 |