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| Happy Holidays!! thanks for using AUM13F!! |
| Significant Wealth Partners LLC
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| CRD # | 293060 |
| SEC # | 801-128037 |
| CIK # | 0001964680 |
| AUM | $248.0 M (2025-04-30) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 847-639-7830 |
| Address | 117 W Main St Cary, IL 60013 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United States Cellular Corp | 3.0 | ||
| Nvidia Corp | 1.6 | ||
| Amazon Com Inc | 1.5 | ||
| AbbVie Inc | 1.3 | ||
| Constellation Energy Corp | 1.1 | ||
| Apple Inc | 0.9 | ||
| Abbott Laboratories | 0.8 | ||
| Cabot Oil & Gas Corp | 0.7 | ||
| General Mills Inc | 0.7 | ||
| Spartan Stores Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,368 | 204.3 |
| (b) Individuals (high net worth individuals) | 21 | 43.0 |
| (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 | 0.3 |
| (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 | 5 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,396 | 248.0 |
| By Discretionary | ||
| Discretionary | 1,396 | 248.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,396 | 248.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 248.0 | |
| Total | 1,396 | 248.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964680] |
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|---|---|---|
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PA | 0.3 |
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KY | 0.3 |
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KY | 0.3 |
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0.2 | |
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Cravens & Company Advisors LLC
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TN | 0.2 |
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Maner Wealth LLC
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YIM Investment Management LLC
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HI | 0.2 |
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Retirement Plans Inc
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OH | 0.2 |
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Peterson Financial Group Inc
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IA | 0.2 |
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SIMS Investment Management LLC
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OH | 0.2 |