{"url":"https://nivawealth.com/firms/wealth-analytics-partners-140115","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/140115","regulatoryAum":316007259,"crd":"140115","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7694561","suffix":null,"lastName":"ANDERSON","firstName":"BRITTANY","middleName":"SUSAN"},{"crd":"1287128","suffix":null,"lastName":"DAUM","firstName":"TROY","middleName":"BRINCKLEY"},{"crd":"7743558","suffix":null,"lastName":"Mitchell","firstName":"Constance","middleName":"Marie"},{"crd":"2953212","suffix":null,"lastName":"POOLE","firstName":"JEFF","middleName":"WALTER"},{"crd":"7633656","suffix":null,"lastName":"Sperry","firstName":"Megan","middleName":null}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-02","regulatoryAum":213143348,"clients":147,"employees":5,"offices":1},{"filedOn":"2022-02-18","regulatoryAum":250248174,"clients":164,"employees":5,"offices":1},{"filedOn":"2023-02-02","regulatoryAum":209013376,"clients":158,"employees":7,"offices":1},{"filedOn":"2024-05-09","regulatoryAum":237732043,"clients":162,"employees":6,"offices":1},{"filedOn":"2025-03-04","regulatoryAum":283245045,"clients":168,"employees":6,"offices":1},{"filedOn":"2026-06-29","regulatoryAum":316007259,"clients":184,"employees":6,"offices":6}],"secFileNumber":"801-66566","legalName":"Wealth Analytics Partners, LLC","displayName":"Wealth Analytics Partners","slug":"wealth-analytics-partners-140115","website":"https://wealthanalytics.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/wealth-analytics","xUrl":"https://mobile.twitter.com/wealthanalytics","founded":"2004","organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"12526 High Bluff DR., Suite 238","city":"San Diego","state":"CA","stateName":"California","country":"United States","postalCode":"92130"},"tradeNames":[],"registration":{"secApproved":"3 May 2006","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1692429.3535911602,"staff":{"employees":6,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":316007259,"discretionary":316007259,"discretionaryAccounts":494,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":4},"clientTypes":[{"label":"Individuals (other than HNW)","clients":93,"regulatoryAum":33882180},{"label":"High-net-worth individuals","clients":88,"regulatoryAum":272447533},{"label":"Pension and profit-sharing plans","clients":1,"regulatoryAum":5198393},{"label":"Charitable organizations","clients":2,"regulatoryAum":4479153}],"feePrograms":[{"role":"main","program":"Asset management fee","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049883","versionId":1049883,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-06-29","documentName":"WEALTH ANALYTICS PARTNERS, LLC ADV PART 2A FIRM BROCHURE","fee_rate_low":0.45,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":1000000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Written financial plans","summary":"Fixed fees for written financial plans range from $500 to $50,000, depending on the complexity of the client's situation.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049883","versionId":1049883,"submittedOn":"2026-06-29","documentName":"WEALTH ANALYTICS PARTNERS, LLC ADV PART 2A FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:09:23.590574+00:00","documents":[{"name":"WEALTH ANALYTICS PARTNERS, LLC ADV PART 2A FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049883","versionId":1049883,"submittedOn":"2026-06-29"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":166280454},{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Culver City, CA","smaAssets":141987052},{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":7739753}],"custodyNote":"Wealth Analytics Partners has custody of $103M for 69 clients.","otherCustodians":[],"leadership":[{"name":"Jeff Poole","title":"Chief Compliance Officer","crd":"2953212"},{"name":"Troy Daum","title":"Principal","crd":"1287128"}],"ownership":[{"label":"Wealth Analytics, Inc.","detail":"Owner in the 50% to 75% ownership band and a control person, since March 2006."},{"label":"Wealth Analytics Consulting, LLC","detail":"Owner in the 25% to 50% ownership band, since January 2019."},{"label":"Troy Daum","detail":"Indirect owner: a owner of Wealth Analytics, Inc. in the 75% or more band and a control person, since April 2003.","parent":"Wealth Analytics, Inc."},{"label":"Jeff Poole","detail":"Indirect owner: a owner of Wealth Analytics Consulting, LLC in the 75% or more band and a control person, since January 2019.","parent":"Wealth Analytics Consulting, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":5,"privateResidences":5},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"12526 High Bluff DR., Suite 238","city":"San Diego","headquarters":true}]}],"brochureServices":["education planning","estate planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"858-794-2100","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":24},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":14},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":55},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"29 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/140115/PDF/140115.pdf","brochureDate":"29 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049883","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Wealth Analytics Partners have?","answer":"Wealth Analytics Partners has 184 clients and manages $316 million for them, as of June 2026. They include 93 individual clients, 88 high-net-worth individuals and 2 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wealth Analytics Partners offer?","answer":"Wealth Analytics Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wealth Analytics Partners charge?","answer":"Wealth Analytics Partners charges 0.45%–1.25% a year for its Asset management fee. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.","source":"WEALTH ANALYTICS PARTNERS, LLC ADV PART 2A FIRM BROCHURE, filed 29 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wealth Analytics Partners use?","answer":"Wealth Analytics Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $166M, Altruist Financial LLC (Culver City, CA), with $142M and Pershing LLC (Jersey City, NJ), with $7.74M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealth Analytics Partners have?","answer":"Wealth Analytics Partners has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wealth Analytics Partners invest in?","answer":"At the end of its last fiscal year, Wealth Analytics Partners’ separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 14% U.S. government and agency bonds, 3% cash and equivalents, 2% state and local bonds, 1% non-exchange-traded equities and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Wealth Analytics Partners have a minimum investment?","answer":"Yes, Wealth Analytics Partners’ minimum account size for its Asset management fee is $1M.","source":"WEALTH ANALYTICS PARTNERS, LLC ADV PART 2A FIRM BROCHURE, filed 29 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Wealth Analytics Partners?","answer":"Wealth Analytics Partners is owned through holding companies by Troy Daum and Jeff Poole. Its direct owners are Wealth Analytics, Inc. (50% to 75%) and Wealth Analytics Consulting, LLC (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 29 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealth Analytics Partners get paid?","answer":"Wealth Analytics Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Wealth Analytics Partners?","answer":"Wealth Analytics Partners’ main office is at 12526 High Bluff DR., Suite 238, San Diego, CA 92130. Its phone number is 858-794-2100. Its website is wealthanalytics.com.","source":"Form ADV Part 1A, Item 1.F, filed 29 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/wealth-analytics-partners-140115/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-16","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2110717/000121465926008619/0001214659-26-008619-index.html","totalValue":275694341,"positionCount":50,"top10Share":0.7702367782732255,"top10":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":54792250,"shares":630086,"shareType":"SH","priorValue":46574978,"priorShares":106630},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":51955816,"shares":237675,"shareType":"SH","priorValue":46483368,"priorShares":236918},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":25362888,"shares":348871,"shareType":"SH","priorValue":24671963,"priorShares":335035},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INTER TERM TREAS","cusip":"92206C706","value":14526606,"shares":248106,"shareType":"SH","priorValue":14257809,"priorShares":239426},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":13496651,"shares":56876,"shareType":"SH","priorValue":12413231,"priorShares":57720},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":12581962,"shares":42379,"shareType":"SH","priorValue":11197665,"priorShares":42752},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":12279075,"shares":57975,"shareType":"SH","priorValue":10311876,"priorShares":59128},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":10310429,"shares":28854,"shareType":"SH","priorValue":8233523,"priorShares":28702},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":8614632,"shares":34808,"shareType":"SH","priorValue":7441992,"priorShares":35732},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":8429612,"shares":26773,"shareType":"SH","priorValue":7214972,"priorShares":28429}],"positionsListed":50,"positions":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":54792250,"shares":630086,"shareType":"SH","priorValue":46574978,"priorShares":106630},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":51955816,"shares":237675,"shareType":"SH","priorValue":46483368,"priorShares":236918},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":25362888,"shares":348871,"shareType":"SH","priorValue":24671963,"priorShares":335035},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INTER TERM TREAS","cusip":"92206C706","value":14526606,"shares":248106,"shareType":"SH","priorValue":14257809,"priorShares":239426},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":13496651,"shares":56876,"shareType":"SH","priorValue":12413231,"priorShares":57720},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":12581962,"shares":42379,"shareType":"SH","priorValue":11197665,"priorShares":42752},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":12279075,"shares":57975,"shareType":"SH","priorValue":10311876,"priorShares":59128},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":10310429,"shares":28854,"shareType":"SH","priorValue":8233523,"priorShares":28702},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":8614632,"shares":34808,"shareType":"SH","priorValue":7441992,"priorShares":35732},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":8429612,"shares":26773,"shareType":"SH","priorValue":7214972,"priorShares":28429},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":8317179,"shares":9023,"shareType":"SH","priorValue":9002923,"priorShares":9035},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":7702903,"shares":79502,"shareType":"SH","priorValue":6513099,"priorShares":71944},{"issuer":"REALTY INCOME CORP","titleOfClass":"COM","cusip":"756109104","value":7274775,"shares":114078,"shareType":"SH","priorValue":6955353,"priorShares":113687},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":5591099,"shares":8458,"shareType":"SH","priorValue":5002575,"priorShares":8744},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":5328574,"shares":13843,"shareType":"SH","priorValue":5334140,"priorShares":14410},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":3738395,"shares":35960,"shareType":"SH","priorValue":3667952,"priorShares":37763},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":2844817,"shares":7181,"shareType":"SH","priorValue":2973488,"priorShares":7999},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":2570158,"shares":6114,"shareType":"SH","priorValue":1851854,"priorShares":5480},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":2405696,"shares":19522,"shareType":"SH","priorValue":2110248,"priorShares":4949},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG US STK ETF","cusip":"921910733","value":1998817,"shares":14996,"shareType":"SH","priorValue":1686816,"priorShares":15025},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":1954019,"shares":5265,"shareType":"SH","priorValue":1675054,"priorShares":5221},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":1815778,"shares":2523,"shareType":"SH","priorValue":1491396,"priorShares":2584},{"issuer":"ISHARES TR","titleOfClass":"ESG AW MSCI EAFE","cusip":"46435G516","value":969777,"shares":9408,"shareType":"SH","priorValue":920779,"priorShares":9630},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":919217,"shares":935,"shareType":"SH","priorValue":223650,"priorShares":662},{"issuer":"ISHARES TR","titleOfClass":"ESG MSCI KLD ETF","cusip":"464288570","value":820017,"shares":5763,"shareType":"SH","priorValue":701700,"priorShares":5790},{"issuer":"ISHARES BITCOIN TRUST ETF","titleOfClass":"SHS BEN INT","cusip":"46438F101","value":666899,"shares":18231,"shareType":"SH","priorValue":733608,"priorShares":19094},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":616350,"shares":1584,"shareType":"SH","priorValue":368406,"priorShares":1190},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":605084,"shares":525,"shareType":"SH","priorValue":465404,"priorShares":506},{"issuer":"QUANTA SVCS INC","titleOfClass":"COM","cusip":"74762E102","value":577001,"shares":873,"shareType":"SH","priorValue":479294,"priorShares":873},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":566040,"shares":1521,"shareType":"SH","priorValue":346344,"priorShares":805},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":556600,"shares":16096,"shareType":"SH","priorValue":468876,"priorShares":16096},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":497892,"shares":4379,"shareType":"SH","priorValue":544248,"priorShares":4379},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"SST SPDR MSCI","cusip":"78463X194","value":443495,"shares":9674,"shareType":"SH","priorValue":393205,"priorShares":9674},{"issuer":"D-WAVE QUANTUM INC","titleOfClass":"COM","cusip":"26740W109","value":416427,"shares":21975,"shareType":"SH","priorValue":315518,"priorShares":21865},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":378983,"shares":2785,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":355890,"shares":2448,"shareType":"SH","priorValue":304473,"priorShares":2449},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"INTL DVD ETF","cusip":"921946810","value":348506,"shares":3665,"shareType":"SH","priorValue":355124,"priorShares":4015},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":342914,"shares":2564,"shareType":"SH","priorValue":367894,"priorShares":2515},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":319286,"shares":5267,"shareType":"SH","priorValue":256766,"priorShares":5267},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":317289,"shares":2627,"shareType":"SH","priorValue":311912,"priorShares":2593},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":306866,"shares":1723,"shareType":"SH","priorValue":221244,"priorShares":1718},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":285435,"shares":378,"shareType":"SH","priorValue":246913,"priorShares":378},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":245562,"shares":448,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":236390,"shares":342,"shareType":"SH","priorValue":210365,"priorShares":352},{"issuer":"GRAYSCALE BITCOIN TRUST ETF","titleOfClass":"SHS REP COM UT","cusip":"389637109","value":235641,"shares":4710,"shareType":"SH","priorValue":248500,"priorShares":4710},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":212107,"shares":2781,"shareType":"SH","priorValue":245340,"priorShares":2783},{"issuer":"CEREBRAS SYSTEMS INC","titleOfClass":"COM CL A","cusip":"15675D103","value":203810,"shares":1000,"shareType":"SH"},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":200751,"shares":337,"shareType":"SH"},{"issuer":"GRAYSCALE ETHEREUM STAKING E","titleOfClass":"SHS","cusip":"389638107","value":151606,"shares":10007,"shareType":"SH","priorValue":170819,"priorShares":10007},{"issuer":"RYDE GROUP LTD","titleOfClass":"CL A SHS","cusip":"G7733R102","value":6375,"shares":10000,"shareType":"SH","priorValue":5460,"priorShares":10000}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}