Life Planning Partners, Inc.
Life Planning Partners, Inc. is an SEC-registered wealth manager in Jacksonville, FL with $354.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Life Planning Partners, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129338, SEC 801-107568, data through 2026-01-29.
- AUM (assets under management / regulatory AUM)
- $354.0M (2026-01-29)
- Firm type
- Wealth Manager
- Location
- Jacksonville, FL
- Employees
- 8
- Clients
- 111
- CRD
- 129338
- Ownership
- MCCLANAHAN, CAROLYN, SUE; UTECHT, TIMOTHY, CHARLES; LOZOWSKI, BRETT, MICHAEL; JONES, GERALDINE, BEASLEY; LOZOWSKI, BRETT
How much AUM does Life Planning Partners, Inc. have?
Life Planning Partners, Inc. reported $354.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-29).
Who owns Life Planning Partners, Inc.?
Disclosed owners and executives of Life Planning Partners, Inc. include MCCLANAHAN, CAROLYN, SUE, UTECHT, TIMOTHY, CHARLES, LOZOWSKI, BRETT, MICHAEL, JONES, GERALDINE, BEASLEY, LOZOWSKI, BRETT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.