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| St Louis Financial Planners Asset Management LLC
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| CRD # | 106999 |
| SEC # | 801-112870 |
| CIK # | 0001966171 |
| AUM | 234.0 M (2026-01-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 636-532-3900 |
| Address | 16091 Swingley Ridge Rd Chesterfield, MO 63017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001966171 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Micron Technology Inc | 11.5 | ||
| Western Digital Corp | 6.6 | ||
| Advanced Micro Devices Inc | 5.7 | ||
| AbbVie Inc | 5.0 | ||
| Merck & Co Inc | 5.0 | ||
| Home Depot Inc | 5.0 | ||
| Abbott Laboratories | 4.9 | ||
| Procter & Gamble Co | 4.7 | ||
| Coca Cola Co | 4.6 | ||
| Lam Research Corp | 4.3 | ||
| International Business Machines Corp | 4.1 | ||
| Intel Corp | 4.1 | ||
| General Electric Co | 4.0 | ||
| Cisco Systems Inc | 3.8 | ||
| Visa Inc | 3.7 | ||
| Apple Inc | 3.7 | ||
| United Technologies Corp /DE/ | 3.6 | ||
| American Express Co | 3.6 | ||
| Salesforce Com Inc | 3.6 | ||
| Johnson & Johnson | 3.6 | ||
| Amazon Com Inc | 3.5 | ||
| Citigroup Inc | 3.5 | ||
| Morgan Stanley | 3.4 | ||
| Wells Fargo & Co/MN | 3.4 | ||
| Palantir Technologies Inc | 3.2 | ||
| Nvidia Corp | 3.2 | ||
| Sprott Physical Silver Trust | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 446 | 234.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (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 | 1,145 | 234.0 |
| By Discretionary | ||
| Discretionary | 1,145 | 234.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,145 | 234.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.0 | |
| Total | 1,145 | 234.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001966171] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Related Firms | State | AUM |
|---|---|---|
|
St Louis Financial Planners Asset Management LLC
✚
|
MO | 234.0 M |
|
St Louis Financial Planners Inc
✚
|
MO | 5.7 M |
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|---|---|---|
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Hutchinson & Ziegler Financial Advisors Inc
✚
|
CA | 235.4 M |
|
Northland Capital Management LLC
✚
|
MN | 235.0 M |
|
Peak Investment Advisors Inc
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|
CO | 234.6 M |
|
Capital Management Advisor Group LLC
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|
CA | 234.1 M |
|
Atlas Wealth Partners LLC
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|
PA | 233.8 M |
|
Holos Integrated Wealth LLC
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|
PA | 233.1 M |
|
We Alliance Wealth Advisors Inc
✚
|
CA | 233.1 M |
|
Anchor Wealth Management Group LLC
✚
|
FL | 233.0 M |
|
D C Voss & Company LLC
✚
|
232.9 M | |
|
Guidedmoney LLC
✚
|
232.6 M |