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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fellowship Financial Planning LLC
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| CRD # | 330347 |
| SEC # | 801-129755 |
| CIK # | |
| AUM | $362.4 M (2025-04-25) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 509-473-9483 |
| Address | 502 W Riverside Ave, Suite 201 Spokane, WA 99201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 853 | 214.8 |
| (b) Individuals (high net worth individuals) | 85 | 147.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,058 | 362.4 |
| By Discretionary | ||
| Discretionary | 2,058 | 362.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,058 | 362.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 362.4 | |
| Total | 2,058 | 362.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wittenberg Investment Management Inc
✚
|
0.4 | |
|
Roger Wittlin Investment Advisory LLC
✚
|
0.4 | |
|
Brandon Financial Planning Inc
✚
|
TN | 0.4 |
|
Wills Financial Group LLC
✚
|
VA | 0.4 |
|
Solomon API LLC
✚
|
FL | 0.4 |
|
Cedar Wealth Management LLC
✚
|
CA | 0.4 |
|
Capstone Capital LLC
✚
|
NV | 0.4 |
|
Red Wave Investments LLC
✚
|
PA | 0.4 |
|
Leading Edge Financial Planning LLC
✚
|
TN | 0.4 |
|
Oneascent Family Office LLC
✚
|
AL | 0.4 |