Polaris Financial Planning, LLC
Polaris Financial Planning, LLC is an SEC-registered wealth manager with $149.7M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Polaris Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123035, SEC 801-126129, data through 2026-01-06.
- AUM (assets under management / regulatory AUM)
- $149.7M (2026-01-06)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 129
- CRD
- 123035
- Ownership
- FERGUSON, PHILIP, LEE
How much AUM does Polaris Financial Planning, LLC have?
Polaris Financial Planning, LLC reported $149.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-06).
Who owns Polaris Financial Planning, LLC?
Disclosed owners and executives of Polaris Financial Planning, LLC include FERGUSON, PHILIP, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.