|
⚲
|
| Essential Planning LLC
✚
| |
|---|---|
| CRD # | 106651 |
| SEC # | 801-51363 |
| CIK # | 0001949824 |
| AUM | $378.6 MM (2024-03-31) |
| Employees | 9 (33% Investors, 22% Brokers) |
| Phone | 603-427-5164 |
| Address | 500 Market Street, Unit 1D Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LLY | 301,789.7 | 11.1 | |
| MSFT | 1,918,222.4 | 2.0 | |
| AAPL | 2,382,844.0 | 1.8 | |
| NVDA | 399,550.0 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 341 | 180.2 |
| (b) Individuals (high net worth individuals) | 172 | 198.4 |
| (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 | 1,676 | 378.6 |
| By Discretionary | ||
| Discretionary | 1,676 | 378.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,676 | 378.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 378.6 | |
| Total | 1,676 | 378.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001949824] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Aspire Wealth Management Corporation
✚
|
MA | 0.4 |
|
Financial Life Focus LLC
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|
PA | 0.4 |
|
RAIN Capital Management LLC
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OR | 0.4 |
|
WealthEdge Investment Advisors LLC
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|
NY | 0.4 |
|
Wealthvalues LLC
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|
CA | 0.4 |
|
Redmond Asset Management LLC
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|
VA | 0.4 |
|
van Leeuwen & Associates Inc
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|
KY | 0.4 |
|
Halter Ferguson Financial Inc
✚
|
IN | 0.4 |
|
Sageguard Financial Group LLC
✚
|
TN | 0.4 |
|
Searcy Financial Services Inc
✚
|
KS | 0.4 |