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| Happy Holidays!! thanks for using AUM13F!! |
| Gainspoletti Wealth Planners Advisory LLC
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| CRD # | 333768 |
| SEC # | 801-132267 |
| CIK # | |
| AUM | $105.0 M (2025-07-22) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 662-843-6090 |
| Address | 805 W Sunflower Rd Cleveland, MS 38732 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 15.8 |
| (b) Individuals (high net worth individuals) | 68 | 75.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 13.0 |
| (n) Other | 0 | 0.0 |
| Total | 263 | 105.0 |
| By Discretionary | ||
| Discretionary | 263 | 105.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 263 | 105.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.0 | |
| Total | 263 | 105.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
21 West Wealth Management LLC
✚
|
CA | 0.1 |
|
Broadwealth LLC
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|
0.1 | |
|
Cardea Capital Advisors LLC
✚
|
GA | 0.1 |
|
Coordinated Wealth Management LLC
✚
|
TN | 0.1 |
|
Strategic Foresight Investments LLC
✚
|
DE | 0.1 |
|
People MAKE the Difference Inc
✚
|
AL | 0.1 |
|
Revalue LLC
✚
|
MI | 0.1 |
|
Tenbridge Partners LLC
✚
|
OR | 0.1 |
|
Growstrong Wealth Strategies LLC
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|
CO | 0.1 |
|
Cassilly Financial Group LLC
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|
MD | 0.1 |