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| Happy Holidays!! thanks for using AUM13F!! |
| Petrovic Financial Solutions LLC
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| CRD # | 273039 |
| SEC # | 801-101526 |
| CIK # | |
| AUM | $203.5 M (2025-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 913-385-5523 |
| Address | 4200 Somerset Drive Prairie Village, KS 66208-5249 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 41.3 |
| (b) Individuals (high net worth individuals) | 57 | 152.9 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 6.5 |
| (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 | 2.8 |
| Total | 493 | 203.5 |
| By Discretionary | ||
| Discretionary | 491 | 194.2 |
| Non-Discretionary | 2 | 9.3 |
| Total | 493 | 203.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 203.5 | |
| Total | 493 | 203.5 |
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|---|---|---|
|
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✚
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NY | 0.2 |
|
Millennial Wealth LLC
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0.2 | |
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TX | 0.2 |
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GA | 0.2 |
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Pathwise Wealth Partners LLC
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CA | 0.2 |
|
Wisdom Index Advisors LLC
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TX | 0.2 |
|
Premier Estate Planners LLC
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|
MI | 0.2 |
|
Salus Financial Advisors LLC
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|
0.2 | |
|
Novus Advisors LLC
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SC | 0.2 |
|
Smart Portfolios LLC
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|
WA | 0.2 |