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THINK DIFFERENT FINANCIAL PLANNING

THINK DIFFERENT FINANCIAL PLANNING LLC

CRD 312539 · SEC 801-135763

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$141.5M

Discretionary AUM

$141.5M

Team

2 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

26-50

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals4$2.3M
High net worth individuals41$139.3M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD