|
⚲
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| Obsidian Personal Planning Solutions LLC
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| |
|---|---|
| CRD # | 168342 |
| SEC # | 801-78523 |
| CIK # | 0001909128 |
| AUM | $312.8 MM (2024-03-25) |
| Employees | 8 (62% Investors, 75% Brokers) |
| Phone | 301-990-4395 |
| Address | 2099 Gaither Road Rockville, MD 20850 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPEM | 4.3 | ||
| AAPL | 2,382,844.0 | 3.8 | |
| MSFT | 1,918,222.4 | 2.3 | |
| IBM | 127,593.9 | 1.0 | |
| COST | 207,576.9 | 1.0 | |
| PEP | 226,773.9 | 0.9 | |
| AMZN | 1,092,997.8 | 0.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 298 | 107.5 |
| (b) Individuals (high net worth individuals) | 82 | 197.6 |
| (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 | 2 | 6.6 |
| (h) Charitable organizations | 3 | 1.1 |
| (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 | 864 | 312.8 |
| By Discretionary | ||
| Discretionary | 838 | 303.4 |
| Non-Discretionary | 26 | 9.5 |
| Total | 864 | 312.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 312.6 | |
| Total | 864 | 312.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001909128] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mascagni Wealth Management Inc
✚
|
MS | 0.3 |
|
Planning Capital Management Corp
✚
|
PA | 0.3 |
|
Transce3Nd LLC
✚
|
TX | 0.3 |
|
The Martin Worley Group
✚
|
UT | 0.3 |
|
O'Boyle Wealth Management Inc
✚
|
CA | 0.3 |
|
Rialto Wealth Management LLC
✚
|
NY | 0.3 |
|
St Johns Investment Management Company LLC
✚
|
FL | 0.3 |
|
Hutchens & Kramer Investment Management Group LLC
✚
|
IN | 0.3 |
|
Valiant Wealth LLC
✚
|
IA | 0.3 |
|
Altruist Financial Advisors LLC
✚
|
MI | 0.3 |