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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Life Planners LLC
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| CRD # | 129415 |
| SEC # | 801-127888 |
| CIK # | 0002053368 |
| AUM | $174.6 M (2025-07-29) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 480-477-8530 |
| Address | 2151 E Broadway Tempe, AZ 85282 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.4 | ||
| Apple Inc | 5.3 | ||
| Microsoft Corp | 4.5 | ||
| Taser International Inc | 4.1 | ||
| Palantir Technologies Inc | 3.6 | ||
| Robinhood Markets Inc | 3.6 | ||
| Costco Wholesale Corp /NEW | 2.8 | ||
| Amazon Com Inc | 1.9 | ||
| Netflix Inc | 1.3 | ||
| WisdomTree Bitcoin Fund | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 733 | 121.1 |
| (b) Individuals (high net worth individuals) | 24 | 47.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 4.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 1.7 |
| (n) Other | 2 | 0.5 |
| Total | 788 | 174.6 |
| By Discretionary | ||
| Discretionary | 788 | 174.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 788 | 174.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.6 | |
| Total | 788 | 174.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002053368] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Charter Wealth Management Inc
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|
NC | 0.2 |
|
Sun Financial Inc
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|
UT | 0.2 |
|
Barnett & Co Inc
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|
TN | 0.2 |
|
Parsonex Advisory Services Inc
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|
CO | 0.2 |
|
Candide Group LLC
✚
|
CA | 0.2 |
|
Gatepass Capital LLC
✚
|
OH | 0.2 |
|
AO Wealth Advisory LLC
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|
IA | 0.2 |
|
Marrick Wealth LLC
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|
CA | 0.2 |
|
Shaffer Capital Advisers LLC
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|
OH | 0.2 |
|
Naviquant Capital Management LLC
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|
0.2 |