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| Happy Holidays!! thanks for using AUM13F!! |
| FFP Wealth Management LLC
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|---|---|
| CRD # | 300253 |
| SEC # | 801-114728 |
| CIK # | |
| AUM | $234.4 M (2025-05-01) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 763-231-2760 |
| Address | 11375 Robinson Drive, Suite 200 Coon Rapids, MN 55433 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 96.9 |
| (b) Individuals (high net worth individuals) | 79 | 135.3 |
| (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 | 2.2 |
| (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 | 884 | 234.4 |
| By Discretionary | ||
| Discretionary | 878 | 233.3 |
| Non-Discretionary | 6 | 1.1 |
| Total | 884 | 234.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.4 | |
| Total | 884 | 234.4 |
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|---|---|---|
|
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✚
|
CA | 0.2 |
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Key Group Management Inc
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AZ | 0.2 |
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Citadel Investment Advisory Inc
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0.2 | |
|
Reliant Investment Partners LLC
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NC | 0.2 |
|
Legal Advantage Investments Inc
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|
0.2 | |
|
Holistic Wealth Advisors
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|
NY | 0.2 |
|
CornerStone Select Advisors LLC
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|
MO | 0.2 |
|
Diamant Asset Management Inc
✚
|
CT | 0.2 |
|
Diversified Resources LLC
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|
RI | 0.2 |
|
Legacy Wealth Management Group Inc
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|
VA | 0.2 |