|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Indivisible Partners LLC
✚
|
|
|---|---|
| CRD # | 332431 |
| SEC # | 801-131364 |
| CIK # | |
| AUM | $421.3 M (2025-07-03) |
| Employees | 11 (27% Investors, 0% Brokers) |
| Phone | 732-306-5490 |
| Address | 114 Turner Street Clearwater, FL 33756 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 22.8 |
| (b) Individuals (high net worth individuals) | 89 | 315.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 82.5 |
| (n) Other | 0 | 0.0 |
| Total | 634 | 421.3 |
| By Discretionary | ||
| Discretionary | 620 | 415.0 |
| Non-Discretionary | 14 | 6.3 |
| Total | 634 | 421.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 421.3 | |
| Total | 634 | 421.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MKT Advisors LLC
✚
|
CA | 0.4 |
|
Independent Wealth Network Inc
✚
|
IA | 0.4 |
|
Oliver Capital Management LLC
✚
|
WA | 0.4 |
|
Access Financial Services Inc
✚
|
MN | 0.4 |
|
Zephyr Investment Management Inc
✚
|
CA | 0.4 |
|
Go Invest LLC
✚
|
UT | 0.4 |
|
Bell & Brown Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Astoria Strategic Wealth Inc
✚
|
0.4 | |
|
Laurus Global Equity Management Inc
✚
|
0.4 | |
|
Joyce Wealth Management LLC
✚
|
TX | 0.4 |