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| iTrust Asset Management LLC
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|
|---|---|
| CRD # | 164193 |
| SEC # | 801-115048 |
| CIK # | |
| AUM | $211.9 M (2026-03-03) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 859-425-1222 |
| Address | 3320 Tates Creek Road Lexington, KY 40502 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 407 | 79.0 |
| (b) Individuals (high net worth individuals) | 50 | 107.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 23.6 |
| (h) Charitable organizations | 1 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 462 | 211.9 |
| By Discretionary | ||
| Discretionary | 457 | 188.4 |
| Non-Discretionary | 5 | 23.6 |
| Total | 462 | 211.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.9 | |
| Total | 462 | 211.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BCK Partners Inc
✚
|
NY | 0.2 |
|
Sackett Wealth Advisors Inc
✚
|
CA | 0.2 |
|
Buchanan Wealth Management LLC
✚
|
VA | 0.2 |
|
ORCA Investment Management LLC
✚
|
OR | 0.2 |
|
Rossjohnson & Associates LLC
✚
|
MN | 0.2 |
|
Silver Lake Capital Partners LLC
✚
|
TX | 0.2 |
|
KRM Financial Planning & Wealth Management LLC
✚
|
IL | 0.2 |
|
Virtue Asset Management LLC
✚
|
IL | 0.2 |
|
Blue Summit Financial Group Inc
✚
|
CA | 0.2 |
|
Personal Choice Financial Advisors LLC
✚
|
OH | 0.2 |