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GREAT WEALTH INVESTMENTS
POUND CAKE HOLDINGS LLC
CRD 310135
433 PLAZA REAL, SUITE 275, BOCA RATON, FL, 33432, United States
Phone
347-375-7100
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$15.6M
Discretionary AUM
$14.9M
Team
2 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $7.5M |
| High net worth individuals | 7 | $8.1M |
All web addresses on file
Official SEC filing: View on IAPD