|
⚲
|
| Keyboard |
| Sincerus Advisory LLC
✚
|
|
|---|---|
| CRD # | 300559 |
| SEC # | 801-119083 |
| CIK # | 0002050968 |
| AUM | 222.0 M (2026-03-09) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 212-203-7376 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Digitalocean Holdings Inc | 4.3 | ||
| SPDR Gold Trust | 2.5 | ||
| Apple Inc | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 61.2 |
| (b) Individuals (high net worth individuals) | 45 | 114.4 |
| (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 | 1 | 2.1 |
| (h) Charitable organizations | 3 | 20.4 |
| (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 | 7 | 23.9 |
| (n) Other | 0 | 0.0 |
| Total | 582 | 222.0 |
| By Discretionary | ||
| Discretionary | 581 | 203.8 |
| Non-Discretionary | 1 | 18.2 |
| Total | 582 | 222.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 221.7 | |
| Total | 582 | 222.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002050968] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sorrento Pacific Financial LLC
✚
|
CA | 222.3 M |
|
RWQ Financial Management Services Inc
✚
|
222.3 M | |
|
Maclean Capital Advisors LLC
✚
|
CA | 222.1 M |
|
Ring Mountain Capital LLC
✚
|
CA | 222.1 M |
|
Mangan Wealth Management Inc
✚
|
WA | 222.0 M |
|
Bischoff Wealth Management Group LLC
✚
|
IN | 222.0 M |
|
Cross Border Wealth LLC
✚
|
NY | 221.9 M |
|
MFG Family Office LLC
✚
|
221.8 M | |
|
Optimize Financial Inc
✚
|
CA | 221.7 M |
|
Pacific Park Financial Inc
✚
|
CA | 221.6 M |