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SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE
SUPERIOR PLANNING, LLC
CRD 130711 · SEC 801-131301
10085 CARROLL CANYON ROAD, SUITE 150, SAN DIEGO, CA, 92131, United States
Phone
858-546-1046
Fax
858-546-8334
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$349.6M
Discretionary AUM
$349.6M
Team
12 total employees; 8 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; FINANCIAL PLANNING FEES
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 431 | $129.1M |
| High net worth individuals | 78 | $215.7M |
| Pension/profit sharing plans | 6 | $4.4M |
| Corporations/business entities | 1 | $425K |
States served
AZ, CA, CO, IA, OH, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD