Planvest Financial, Inc.
Planvest Financial, Inc. is an SEC-registered mass-market adviser in Gaithersburg, MD with $175.9M assets under management (AUM, regulatory AUM), +40% over one year. See who owns Planvest Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290306, SEC 801-131058, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $175.9M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Gaithersburg, MD
- Employees
- 8
- Clients
- 309
- CRD
- 290306
- Ownership
- CLONCH, RICHARD
How much AUM does Planvest Financial, Inc. have?
Planvest Financial, Inc. reported $175.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Planvest Financial, Inc.?
Disclosed owners and executives of Planvest Financial, Inc. include CLONCH, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.