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IGNITE PLANNERS LLC

CRD 289797 · SEC 801-112029

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109 E. ESCALONES, SAN CLEMENTE, CA, 92672, United States

Phone

619-504-1907

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.14B

Discretionary AUM

$1.00B

Team

38 total employees; 38 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals4155$594.5M
High net worth individuals450$527.2M
Charitable organizations5$475K

States served

AL, AZ, AR, CA, CO, GA, ID, IL, LA, MS, MT, NV, NC, OH, OR, SC, TN, UT, WI, WY, MO, WA, TX, HI, FL

All web addresses on file

Official SEC filing: View on IAPD