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| Intrepid Wealth Partners LLC
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|
|---|---|
| CRD # | 317153 |
| SEC # | 801-122744 |
| CIK # | |
| AUM | $35.1 MM (2023-01-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 855-497-8737 |
| Address | 5890 Oceanside Drive Melbourne Beach, FL 32951 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 18.4 |
| (b) Individuals (high net worth individuals) | 6 | 13.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 114 | 35.1 |
| By Discretionary | ||
| Discretionary | 114 | 35.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 114 | 35.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 35.1 | |
| Total | 114 | 35.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Amidon & Petersen Financials LLC
✚
|
NY | 0.0 |
|
Carosa Stanton Asset Management LLC
✚
|
NY | 0.0 |
|
Westpark Capital Inc
✚
|
CA | 0.0 |
|
Valor Investments and Planning LLC
✚
|
PA | 0.0 |
|
Mount Kendal Limited
✚
|
0.0 | |
|
Helianth Investment Management LLC
✚
|
CT | 0.0 |
|
Mount Murray Investment Inc
✚
|
0.0 | |
|
R F Lafferty & Co Inc
✚
|
NY | 0.0 |
|
Eisen Financial Services Inc
✚
|
NY | 0.0 |
|
Tanaka Capital Management Inc
✚
|
NY | 0.0 |