FFP WEALTH MANAGEMENT, LLC
Adviser information for FFP WEALTH MANAGEMENT, LLC last updated from Form ADV on February 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Minnesota, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 834 | $208.9M |
| Non-Discretionary | 7 | $3.1M |
| Total | 841 | $212.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 229 | $90.3M |
| HNW Individuals | 66 | $120.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $1.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 6 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-114728 |
|---|---|
| SEC ERA File Number | 801-114728 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300253 |
| Legal Entity Identifier | None |
Principal Office
11375 ROBINSON DRIVE, SUITE 200COON RAPIDS
MN
United States
Monday - Friday, 8-5
Tel: 763-231-2760, Fax: 763-231-2770
Chief Compliance Officer
TIFFANY BRYNTESON-JOHNSON
MEMBER
11375 ROBINSON DRIVE
SUITE 200
COON RAPIDS
MN
United States
Tel:
763-231-2760
Fax:
763-231-2770
T****************@************M
(Full email address available in API data)
Regulatory Contact
ANTHONY RUSH
MEMBER/CHIEF INVESTMENT OFFICER
11375 ROBINSON DRIVE
SUITE 200
COON RAPIDS
MN
United States
Tel:
763-231-2760
Fax:
763-231-2770
T********@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRYNTESON, TIFFANY, KAY | Individual | – | MEMBER/CHIEF COMPLIANCE OFFICER | 01/2019 | 50-75% |
| RUSH, ANTHONY, GERARD | Individual | – | MEMBER/CHIEF INVESTMENT OFFICER | 01/2019 | 50-75% |