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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Obsidian Personal Planning Solutions LLC
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|---|---|
| CRD # | 168342 |
| SEC # | 801-78523 |
| CIK # | 0001909128 |
| AUM | $407.2 M (2025-03-26) |
| Employees | 10 (70% Investors, 50% Brokers) |
| Phone | 301-990-4395 |
| Address | 2099 Gaither Road Rockville, MD 20850 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 5.7 | ||
| Apple Inc | 3.6 | ||
| Microsoft Corp | 2.5 | ||
| International Business Machines Corp | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 662 | 135.7 |
| (b) Individuals (high net worth individuals) | 128 | 252.3 |
| (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 | 19.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (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 | 1,395 | 407.2 |
| By Discretionary | ||
| Discretionary | 1,003 | 341.7 |
| Non-Discretionary | 392 | 65.5 |
| Total | 1,395 | 407.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 407.2 | |
| Total | 1,395 | 407.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909128] |
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|---|---|---|
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Spartan Wealth Advisory Services LLC
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