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CARPE DIEM FINANCIAL LIFE PLANNING
ARNE, ROBERT COURTLAND
CRD 309092
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$2.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2025-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD