← Back to searchVisit website
RADIANT WEALTH PLANNING
RADIANT WEALTH PLANNING, LLC
CRD 310280
829 EMERSON ST, PALO ALTO, CA, 94301, United States
Phone
(650) 431-7799
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.7M
Discretionary AUM
$14.7M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $14.7M |
All web addresses on file
Official SEC filing: View on IAPD