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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Proquility Private Wealth Partners LLC
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|---|---|
| CRD # | 307866 |
| SEC # | 801-118760 |
| CIK # | 0001844911 |
| AUM | $355.6 M (2025-03-13) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 702-941-7860 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 6.8 | ||
| Medtronic Holdings Ltd | 4.3 | ||
| Citigroup Inc | 4.3 | ||
| BB&T Corp | 4.3 | ||
| Fifth Third Bancorp | 4.2 | ||
| J P Morgan Chase & Co | 4.2 | ||
| Williams Companies Inc | 3.9 | ||
| Kinder Morgan Inc | 3.8 | ||
| Digital Realty Trust Inc | 3.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 22.4 |
| (b) Individuals (high net worth individuals) | 57 | 257.1 |
| (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 | 76.1 |
| (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 | 765 | 355.6 |
| By Discretionary | ||
| Discretionary | 765 | 355.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 765 | 355.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 355.6 | |
| Total | 765 | 355.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844911] |
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|---|---|---|
|
Marin Wealth Advisors LLC
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CA | 0.4 |
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FL | 0.4 |
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Bellevue Asset Management LLC
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|
Hillcrest Wealth Advisors - NY LLC
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|
NJ | 0.4 |
|
Paskin & Berler Capital Advisors LLC
✚
|
0.4 | |
|
Paragon Private Wealth Management LLC
✚
|
KY | 0.4 |
|
Core Wealth Partners LLC
✚
|
CA | 0.4 |