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| Split Rock Private Trading and Wealth Management LLC
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|---|---|
| CRD # | 152003 |
| SEC # | 801-119587 |
| CIK # | 0002095884 |
| AUM | 356.1 M (2026-04-20) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 218-879-3262 |
| Address | 105 Arch St Cloquet, MN 55720 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002095884 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.5 | ||
| Amazon Com Inc | 5.8 | ||
| Nvidia Corp | 1.4 | ||
| Global MOFY Metaverse Ltd | 1.4 | ||
| Microsoft Corp | 1.3 | ||
| Quanta Services Inc | 1.0 | ||
| Credit Suisse AG | 1.0 | ||
| Credit Suisse AG | 0.7 | ||
| Wal Mart Stores Inc | 0.5 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.5 | ||
| Grayscale Ethereum MINI Trust ETH | 0.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 596 | 165.5 |
| (b) Individuals (high net worth individuals) | 401 | 129.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 53.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.3 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,084 | 356.1 |
| By Discretionary | ||
| Discretionary | 2,056 | 348.8 |
| Non-Discretionary | 28 | 7.3 |
| Total | 2,084 | 356.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 356.1 | |
| Total | 2,084 | 356.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002095884] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Moment Private Wealth LLC
✚
|
MO | 357.2 M |
|
Carnegie Wealth Management LLC
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|
PA | 357.1 M |
|
Capstone Wealth Management Group LLC
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PA | 356.1 M |
|
Monhegan Capital Management LLC
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356.0 M | |
|
Lifegoal Investments LLC
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356.0 M | |
|
Argyle Capital Management LLC
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|
PA | 355.7 M |
|
Stone Oak Wealth Management LLC
✚
|
TX | 355.6 M |
|
Griffin Black LLC
✚
|
CA | 355.5 M |
|
Harrington Investments Incorporated
✚
|
CA | 355.2 M |
|
Financial Planning Navigators Corp
✚
|
MN | 355.1 M |