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| Red Reef Advisors LLC
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|---|---|
| CRD # | 174748 |
| SEC # | 801-132745 |
| CIK # | 0002122970 |
| AUM | 135.0 M (2026-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 561-400-3285 |
| Address | 150 E Palmetto Park Rd Boca Raton, FL 33432 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002122970 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.6 | ||
| Lilly Eli & Co | 2.8 | ||
| GFL Environmental Inc | 2.6 | ||
| Alphabet Inc | 2.0 | ||
| Broadcom Inc | 1.8 | ||
| Tesla Motors Inc | 1.8 | ||
| Facebook Inc | 1.7 | ||
| Apple Inc | 1.5 | ||
| Amazon Com Inc | 1.4 | ||
| iShares Bitcoin Trust | 1.3 | ||
| Microsoft Corp | 1.1 | ||
| Home Depot Inc | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 15.9 |
| (b) Individuals (high net worth individuals) | 43 | 103.9 |
| (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 | 2 | 14.7 |
| (h) Charitable organizations | 2 | 0.5 |
| (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 | 0.0 |
| Total | 323 | 135.0 |
| By Discretionary | ||
| Discretionary | 321 | 120.3 |
| Non-Discretionary | 2 | 14.7 |
| Total | 323 | 135.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.0 | |
| Total | 323 | 135.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002122970] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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JRS Wealth Management LLC
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Schmitt Wealth Advisers Corp
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Integrity Financial Advisors LLC
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