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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Portfolio Solutions LLC
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|---|---|
| CRD # | 156374 |
| SEC # | 801-131029 |
| CIK # | |
| AUM | $112.0 M (2025-04-15) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 214-446-4910 |
| Address | 17304 Preston Road Dallas, TX 75252 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 22.7 |
| (b) Individuals (high net worth individuals) | 52 | 89.4 |
| (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 | 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 | 355 | 112.0 |
| By Discretionary | ||
| Discretionary | 349 | 107.8 |
| Non-Discretionary | 6 | 4.2 |
| Total | 355 | 112.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.0 | |
| Total | 355 | 112.0 |
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|---|---|---|
|
Arete Wealth Strategists LLC
✚
|
0.1 | |
|
Secure Wealth Inc
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FL | 0.1 |
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Virtus Financial Partners LLC
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0.1 | |
|
Whitwell & Co LLC
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0.1 | |
|
Derive Wealth LLC
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CA | 0.1 |
|
Wallick Investments LLC
✚
|
SC | 0.1 |
|
Peterson Financial Services LLC
✚
|
CO | 0.1 |
|
Carter Terry & Company Inc
✚
|
GA | 0.1 |
|
APO Financial Services LLC
✚
|
AZ | 0.1 |
|
Iowa Wealth Management LLC
✚
|
IA | 0.1 |