Together Planning
Together Planning is an SEC-registered mass-market adviser in Gainesville, FL with $176.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Together Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175341, SEC 801-123429, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $176.0M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Location
- Gainesville, FL
- Employees
- 4
- Clients
- 187
- CRD
- 175341
- Ownership
- BERTELSON, LIA, REGINA; KNOLL, VIRGINIA, MARIE; MALLINI, GEORGE, THOMAS; MALLINI, JUDSON, THOMAS
How much AUM does Together Planning have?
Together Planning reported $176.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Together Planning?
Disclosed owners and executives of Together Planning include BERTELSON, LIA, REGINA, KNOLL, VIRGINIA, MARIE, MALLINI, GEORGE, THOMAS, MALLINI, JUDSON, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.