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| Happy Holidays!! thanks for using AUM13F!! |
| Roth Financial Partners LLC
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| CRD # | 309814 |
| SEC # | 801-119326 |
| CIK # | 0001840888 |
| AUM | $400.7 M (2025-06-09) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 281-973-8816 |
| Address | 855 Rockmead Drive Kingwood, TX 77339 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.2 | ||
| Nvidia Corp | 1.3 | ||
| International Business Machines Corp | 0.9 | ||
| Broadcom Inc | 0.6 | ||
| Exxon Mobil Corp | 0.6 | ||
| Microsoft Corp | 0.5 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| APA Corp | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 47.0 |
| (b) Individuals (high net worth individuals) | 145 | 352.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 725 | 400.7 |
| By Discretionary | ||
| Discretionary | 725 | 400.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 725 | 400.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 400.7 | |
| Total | 725 | 400.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001840888] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Accretive Wealth Partners LLC
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NJ | 0.4 |
|
WealthEdge Investment Advisors LLC
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|
NY | 0.4 |
|
Thayer Partners LLC
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|
0.4 | |
|
Objectivity Squared LLC
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SC | 0.4 |
|
Wealth Advisors of Tampa Bay LLC
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FL | 0.4 |
|
Seascape Capital Management LLC
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|
NH | 0.4 |
|
Abel Hall LLC
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|
LA | 0.4 |
|
Pitzl Financial LLC
✚
|
MN | 0.4 |
|
Measured Risk Portfolios Inc
✚
|
CA | 0.4 |
|
Kestrel Partners LLP
✚
|
0.4 |