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| Happy Holidays!! thanks for using AUM13F!! |
| Ignite Planners LLC
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| CRD # | 289797 |
| SEC # | 801-112029 |
| CIK # | 0001849348 |
| AUM | $941.8 M (2025-01-28) |
| Employees | 36 (100% Investors, 17% Brokers) |
| Phone | 619-504-1907 |
| Address | 109 E Escalones San Clemente, CA 92672 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001849348 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.9 | ||
| Nvidia Corp | 18.8 | ||
| Microsoft Corp | 14.2 | ||
| Amazon Com Inc | 9.8 | ||
| Facebook Inc | 6.0 | ||
| Tesla Motors Inc | 5.8 | ||
| Trustmark Corp | 5.5 | ||
| Alphabet Inc | 4.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,354 | 512.4 |
| (b) Individuals (high net worth individuals) | 351 | 427.0 |
| (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 | 0.5 |
| (h) Charitable organizations | 5 | 0.4 |
| (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 | 1.4 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,892 | 941.8 |
| By Discretionary | ||
| Discretionary | 3,712 | 821.8 |
| Non-Discretionary | 180 | 120.0 |
| Total | 3,892 | 941.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 941.8 | |
| Total | 3,892 | 941.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001849348] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Horizon Wealth Management LLC
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|
IL | 0.9 |
|
Guardian Wealth Strategies LLC
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|
MN | 0.9 |
|
Goldstein Advisors LLC
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|
WI | 0.9 |
|
Fierston Financial Group Inc
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|
CT | 0.9 |
|
Harvey Investment Company LLC
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|
KY | 0.9 |
|
Passive Capital Management LLC
✚
|
NY | 0.9 |
|
Randolph Co Inc
✚
|
OH | 0.9 |
|
Summit Asset Management LLC
✚
|
TN | 0.9 |
|
Rae & Lipskie Investment Counsel Inc
✚
|
0.9 | |
|
Accuvest Global Advisors Inc
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|
UT | 0.9 |