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| Keyboard |
| Auspicious Financial Planning LLC
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|---|---|
| CRD # | 297962 |
| SEC # | 801-113980 |
| CIK # | |
| AUM | 278.0 M (2026-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 925-355-1200 |
| Address | 2603 Camino Ramon San Ramon, CA 94583 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 37.8 |
| (b) Individuals (high net worth individuals) | 84 | 240.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 609 | 278.0 |
| By Discretionary | ||
| Discretionary | 609 | 278.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 609 | 278.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.0 | |
| Total | 609 | 278.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fort Henry Capital LLC
✚
|
WV | 278.5 M |
|
Lexington Hill Partners LLC
✚
|
TX | 278.4 M |
|
Guardian Asset Advisors LLC
✚
|
PA | 278.3 M |
|
Beacon Capital LLC
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|
IA | 278.3 M |
|
Beacon Wealth Consultants Inc
✚
|
VA | 278.3 M |
|
Foronjy Financial LLC
✚
|
CA | 278.0 M |
|
Accordant Advisory Group Inc
✚
|
MD | 278.0 M |
|
Macco Financial Group Inc
✚
|
WI | 277.8 M |
|
Oasis Advisors LLC
✚
|
IA | 277.7 M |
|
Universal Financial Advisors LLC
✚
|
MO | 277.5 M |