Asset Planning, Inc
Asset Planning, Inc is an SEC-registered wealth manager in Los Alamitos, CA with $553.5M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Asset Planning, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111535, SEC 801-62993, data through 2026-01-26.
- AUM (assets under management / regulatory AUM)
- $553.5M (2026-01-26)
- Firm type
- Wealth Manager
- Location
- Los Alamitos, CA
- Employees
- 5
- Clients
- 373
- CRD
- 111535
- Ownership
- PATRICK, CAROL, JOLENE; SOMOANO, CAROL; FIELD, SANDRA, CHERYL; BURCH, DIANE, KAY; NELSEN, ERIN, MARIE
How much AUM does Asset Planning, Inc have?
Asset Planning, Inc reported $553.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-26).
Who owns Asset Planning, Inc?
Disclosed owners and executives of Asset Planning, Inc include PATRICK, CAROL, JOLENE, SOMOANO, CAROL, FIELD, SANDRA, CHERYL, BURCH, DIANE, KAY, NELSEN, ERIN, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.