Life Planning Advisors LLC
Life Planning Advisors LLC is an SEC-registered mass-market adviser in Bigfork, MT with $169.2M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Life Planning Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151292, SEC 801-126603, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $169.2M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Bigfork, MT
- Employees
- 4
- Clients
- 979
- CRD
- 151292
- Ownership
- GOLDMAN, JEFFREY, BRUCE; TESSLER, TODD, ALLYN
How much AUM does Life Planning Advisors LLC have?
Life Planning Advisors LLC reported $169.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Life Planning Advisors LLC?
Disclosed owners and executives of Life Planning Advisors LLC include GOLDMAN, JEFFREY, BRUCE, TESSLER, TODD, ALLYN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.