Atwood Financial Planning LLC
Atwood Financial Planning LLC is an SEC-registered mass-market adviser with $15.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Atwood Financial Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288941, SEC 801-122029, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $15.8M (2026-02-19)
- Firm type
- Mass-Market Adviser
- Employees
- 6
- Clients
- 939
- CRD
- 288941
- Ownership
- GULIN, LORI, ATWOOD; Pennington, Elizabeth
How much AUM does Atwood Financial Planning LLC have?
Atwood Financial Planning LLC reported $15.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Atwood Financial Planning LLC?
Disclosed owners and executives of Atwood Financial Planning LLC include GULIN, LORI, ATWOOD, Pennington, Elizabeth. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.