Auspicious Financial Planning, LLC
Auspicious Financial Planning, LLC is an SEC-registered wealth manager in San Ramon, CA with $278.0M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Auspicious Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297962, SEC 801-113980, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $278.0M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- San Ramon, CA
- Employees
- 2
- Clients
- 193
- CRD
- 297962
- Ownership
- DAGEN, LOUIS, ISAAC; THE LOUIS I. DAGEN AND GRACE W. CHEN REVOCABLE TRUST; CHEN, GRACE, WUN
How much AUM does Auspicious Financial Planning, LLC have?
Auspicious Financial Planning, LLC reported $278.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Auspicious Financial Planning, LLC?
Disclosed owners and executives of Auspicious Financial Planning, LLC include DAGEN, LOUIS, ISAAC, THE LOUIS I. DAGEN AND GRACE W. CHEN REVOCABLE TRUST, CHEN, GRACE, WUN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.