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| Wealth Analytics Partners LLC
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|---|---|
| CRD # | 140115 |
| SEC # | 801-66566 |
| CIK # | 0002110717 |
| AUM | $316.0 M (2026-06-29) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 858-794-2100 |
| Address | 12526 High Bluff Dr San Diego, CA 92130 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.3 | ||
| Alphabet Inc | 10.3 | ||
| Amazon Com Inc | 8.6 | ||
| Apple Inc | 8.4 | ||
| Costco Wholesale Corp /NEW | 8.3 | ||
| Realty Income Corp | 7.3 | ||
| Facebook Inc | 5.6 | ||
| Microsoft Corp | 5.3 | ||
| Tesla Motors Inc | 2.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 33.9 |
| (b) Individuals (high net worth individuals) | 88 | 272.4 |
| (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 | 5.2 |
| (h) Charitable organizations | 2 | 4.5 |
| (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 | 494 | 316.0 |
| By Discretionary | ||
| Discretionary | 494 | 316.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 494 | 316.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 316.0 | |
| Total | 494 | 316.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110717] |
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|---|---|---|
|
Mendel Money Management Inc
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IL | 0.3 |
|
Blue Barn Wealth LLC
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UT | 0.3 |
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OH | 0.3 |
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Salvus Wealth Management LLC
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0.3 | |
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Pacifica Partners Inc
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0.3 | |
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Garrison Point Capital LLC
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CA | 0.3 |
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FL | 0.3 |