Mark Sheptoff Financial Planning LLC
Mark Sheptoff Financial Planning LLC is an SEC-registered wealth manager in Glastonbury, CT with $466.5M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Mark Sheptoff Financial Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108742, SEC 801-57744, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $466.5M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Glastonbury, CT
- Employees
- 3
- Clients
- 252
- CRD
- 108742
- Ownership
- SHEPTOFF, MARK, A; SHEPTOFF, JEAN, CATHERINE; SHEPTOFF MARK FINANCIAL PLANNING LLC
How much AUM does Mark Sheptoff Financial Planning LLC have?
Mark Sheptoff Financial Planning LLC reported $466.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Mark Sheptoff Financial Planning LLC?
Disclosed owners and executives of Mark Sheptoff Financial Planning LLC include SHEPTOFF, MARK, A, SHEPTOFF, JEAN, CATHERINE, SHEPTOFF MARK FINANCIAL PLANNING LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.