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BACKBONE PLANNING PARTNERS LLC
CRD 326699 · SEC 801-128212
7477 WEST LAKE MEAD BLVD, STE 270, LAS VEGAS, NV, 89128, United States
Phone
702569716
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$98.4M
Discretionary AUM
$98.4M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $27.6M |
| High net worth individuals | 26 | $57.3M |
States served
AZ, CA, ID, LA, NV, UT, TX
All web addresses on file
Official SEC filing: View on IAPD