Gainplan LLC

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Assets, Funds, Holdings

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Gainplan LLC
CRD #174427
SEC #801-81166
CIK #0001697857
AUM $461.6 M (2026-03-05)
Employees 12 (67% Investors, 0% Brokers)
Phone248-385-3737
Address800 W Long Lake Road
Bloomfield Hills, MI 48302
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
50040030020010002010201520212027
CIK Period
0001697857
Sector Form 13F Holdings Value ($M)
iShares Bitcoin Trust 2.7
Broadcom Inc 2.0
Apple Inc 1.9
Silversun Technologies Inc 1.8
Nvidia Corp 1.7
Tesla Motors Inc 1.3
Marvell Technology Inc 1.1
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 292 62.5
(b) Individuals (high net worth individuals) 186 328.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 17 64.2
(h) Charitable organizations 0 4.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 1.5
(n) Other 0 0.0
Total 1,491 461.6
By Discretionary
Discretionary 1,474 397.4
Non-Discretionary 17 64.2
Total 1,491 461.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 461.6
Total 1,491 461.6
EDGAR Form CIK 2011 - 2026
13F-HR [0001697857]
Comparable Firms State AUM ($B)
Miller Financial Services LLC
MI 0.5
Plum Street Advisors LLC
0.5
Tidemark LLC
CA 0.5
Adirondack Financial Services Corp
NY 0.5
True North Retirement Advisors LLC
OR 0.5
Websterrogers Financial Advisors LLC
SC 0.5
Beta Wealth Group Inc
CA 0.5
Roth Financial Partners LLC
TX 0.5
Vermillion Wealth Management Inc
MN 0.5
Alpha Financial Partners LLC
KY 0.5
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