F5 Financial Planning, L.l.c.
F5 Financial Planning, L.l.c. is an SEC-registered wealth manager with $168.7M assets under management (AUM, regulatory AUM), +25% over one year. See who owns F5 Financial Planning, L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170674, SEC 801-122310, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $168.7M (2026-03-19)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 128
- CRD
- 170674
- Ownership
- Duncan, Joshua, Scott; STOWERS, CURTIS, LOUIS
How much AUM does F5 Financial Planning, L.l.c. have?
F5 Financial Planning, L.l.c. reported $168.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns F5 Financial Planning, L.l.c.?
Disclosed owners and executives of F5 Financial Planning, L.l.c. include Duncan, Joshua, Scott, STOWERS, CURTIS, LOUIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.