Planned Solutions, Inc.
Planned Solutions, Inc. is an SEC-registered mass-market adviser in Folsom, CA with $671.0M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Planned Solutions, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105052, SEC 801-33162, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $671.0M (2026-04-02)
- Firm type
- Mass-Market Adviser
- Location
- Folsom, CA
- Employees
- 11
- Clients
- 827
- CRD
- 105052
- Ownership
- SMITH, ROGER, T; WOOD, HARLAN, DOW; ARMER, CHASE, W; DUNNAM, CATHERINE, LOUISE; DRUIVENGA, SHANNON, MICHAEL
How much AUM does Planned Solutions, Inc. have?
Planned Solutions, Inc. reported $671.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Planned Solutions, Inc.?
Disclosed owners and executives of Planned Solutions, Inc. include SMITH, ROGER, T, WOOD, HARLAN, DOW, ARMER, CHASE, W, DUNNAM, CATHERINE, LOUISE, DRUIVENGA, SHANNON, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.