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| Happy Holidays!! thanks for using AUM13F!! |
| L&L Partners Wealth Management LLC
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|---|---|
| CRD # | 140077 |
| SEC # | 801-111661 |
| CIK # | |
| AUM | $70.5 M (2025-07-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 845-368-1103 |
| Address | 74 Lafayette Avenue, Suite 101 Suffern, NY 10901 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 7.9 |
| (b) Individuals (high net worth individuals) | 43 | 47.4 |
| (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 | 1 | 4.0 |
| (h) Charitable organizations | 1 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 7.4 |
| (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 | 153 | 70.5 |
| By Discretionary | ||
| Discretionary | 152 | 66.5 |
| Non-Discretionary | 1 | 4.0 |
| Total | 153 | 70.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 70.4 | |
| Total | 153 | 70.5 |
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|---|---|---|
|
Watts Capital Partners LLC
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|
0.1 | |
|
Genesis Asset Management Group Inc
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0.1 | |
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Redwood Advisory LLC
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NY | 0.1 |
|
Constellation Asset Management Inc
✚
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NY | 0.1 |
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API Financial Advisors LLC
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|
FL | 0.1 |
|
Castle Rock Investment Company
✚
|
0.1 | |
|
Schaffer & Company Asset Management Inc
✚
|
NY | 0.1 |
|
Oak Crest Advisory LLC
✚
|
NY | 0.1 |
|
Sound Advisory LLC
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|
0.1 | |
|
Komorebi Global LLC
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|
0.1 |