|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Root Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 290289 |
| SEC # | 801-125945 |
| CIK # | 0001977181 |
| AUM | $1.1 B (2025-07-31) |
| Employees | 40 (88% Investors, 0% Brokers) |
| Phone | 760-452-0720 |
| Address | 1106 2nd Street Encinitas, CA 92024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.3 | ||
| Microsoft Corp | 12.5 | ||
| Nvidia Corp | 8.7 | ||
| Amazon Com Inc | 7.2 | ||
| Broadcom Inc | 5.7 | ||
| Home Depot Inc | 5.4 | ||
| Alphabet Inc | 4.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 254 | 100.7 |
| (b) Individuals (high net worth individuals) | 349 | 999.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 6.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,597 | 1,106.4 |
| By Discretionary | ||
| Discretionary | 2,597 | 1,106.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,597 | 1,106.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,106.4 | |
| Total | 2,597 | 1,106.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001977181] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arkos Global Advisors LLC
✚
|
TX | 1.1 |
|
Kowal Investment Group LLC
✚
|
WI | 1.1 |
|
The Financial Advisors LLC
✚
|
MA | 1.1 |
|
Crossmark Wealth Management LLC
✚
|
TX | 1.1 |
|
North Pier Fiduciary Management LLC
✚
|
CA | 1.1 |
|
Biondo Investment Advisors LLC
✚
|
PA | 1.1 |
|
van Cleef Asset Management Inc
✚
|
OH | 1.1 |
|
Premier Path Wealth Partners LLC
✚
|
NJ | 1.1 |
|
Longview Wealth Management Inc
✚
|
GA | 1.1 |
|
Urban Financial Advisory Corp
✚
|
IL | 1.1 |