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| FAS Wealth Partners Inc
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| |
|---|---|
| CRD # | 109796 |
| SEC # | 801-19282 |
| CIK # | 0001596957 |
| AUM | $2.6 BB (2024-03-26) |
| Employees | 26 (77% Investors, 35% Brokers) |
| Phone | 913-239-2300 |
| Address | 4747 W 135 Street Leawood, KS 66224 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 29.7 | |
| MSFT | 1,918,222.4 | 17.7 | |
| NVDA | 399,550.0 | 15.2 | |
| AMZN | 1,092,997.8 | 12.4 | |
| CORT | 2,590.4 | 10.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 797 | 0.3 |
| (b) Individuals (high net worth individuals) | 525 | 2.0 |
| (c) Banking or thrift institutions | 5 | 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 | 17 | 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 | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,951 | 2.4 |
| By Discretionary | ||
| Discretionary | 4,629 | 2.3 |
| Non-Discretionary | 322 | 0.0 |
| Total | 4,951 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 4,951 | 2.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001596957] |
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|---|---|---|
|
XML Financial LLC
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Alera Investment Advisors LLC
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