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| Happy Holidays!! thanks for using AUM13F!! |
| Firethorn Wealth Partners LLC
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| CRD # | 297634 |
| SEC # | 801-113690 |
| CIK # | 0001845743, 0001830922 |
| AUM | $543.6 M (2025-03-18) |
| Employees | 8 (62% Investors, 38% Brokers) |
| Phone | 706-426-4243 |
| Address | 2550 Central Avenue Augusta, GA 30904 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bristol Myers Squibb Co | 13.3 | ||
| Adobe Systems Inc | 3.7 | ||
| Nike Inc | 3.1 | ||
| United Parcel Service Inc | 2.5 | ||
| Aflac Inc | 2.5 | ||
| Merck & Co Inc | 2.3 | ||
| Apple Inc | 2.2 | ||
| Enterprise Products Partners L P | 2.1 | ||
| PepsiCo Inc | 2.0 | ||
| Nvidia Corp | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 348 | 68.6 |
| (b) Individuals (high net worth individuals) | 257 | 335.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (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 | 24 | 10.4 |
| (n) Other | 28 | 129.2 |
| Total | 2,112 | 543.6 |
| By Discretionary | ||
| Discretionary | 1,987 | 390.6 |
| Non-Discretionary | 125 | 153.0 |
| Total | 2,112 | 543.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 543.6 | |
| Total | 2,112 | 543.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001830922] | |
| 13F-HR | [0001845743] |
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|---|---|---|
|
JRM Investment Counsel LLC
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0.5 | |
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RL Evans Co Inc
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WA | 0.5 |
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Uniting Wealth Partners LLC
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KS | 0.5 |
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Providence Financial Advisors LLC
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KS | 0.5 |
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Lafise Global Advisors LLC
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FL | 0.5 |
|
Strengthening Families & Communities LLC
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MA | 0.5 |
|
DHJJ Financial Advisors Ltd
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IL | 0.5 |
|
Virtus Family Office LLC
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TX | 0.5 |
|
Brave Asset Management Inc
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NJ | 0.5 |
|
Palumbo Wealth Management LLC
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NY | 0.5 |