Superior Planning Wealth Management & Family Office
Superior Planning Wealth Management & Family Office is an SEC-registered mass-market adviser in San Diego, CA with $349.6M assets under management (AUM, regulatory AUM), +82% over one year. See who owns Superior Planning Wealth Management & Family Office: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130711, SEC 801-131301, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $349.6M (2026-06-02)
- Firm type
- Mass-Market Adviser
- Location
- San Diego, CA
- Employees
- 12
- Clients
- 516
- CRD
- 130711
- Ownership
- JAMES F. & M. ELIZABETH THOMAS REVOCABLE TRUST; Ferrari, Susan, Jean; Leighton, Matthew, Philip; SEDBERRY, JOHN, WESLEY; PELOS, CONSTANTINE, ANDREW
How much AUM does Superior Planning Wealth Management & Family Office have?
Superior Planning Wealth Management & Family Office reported $349.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Superior Planning Wealth Management & Family Office?
Disclosed owners and executives of Superior Planning Wealth Management & Family Office include JAMES F. & M. ELIZABETH THOMAS REVOCABLE TRUST, Ferrari, Susan, Jean, Leighton, Matthew, Philip, SEDBERRY, JOHN, WESLEY, PELOS, CONSTANTINE, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.