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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Five Seasons Financial Planning LLC
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|---|---|
| CRD # | 130766 |
| SEC # | 801-133909 |
| CIK # | |
| AUM | $109.3 M (2025-06-18) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 801-272-0902 |
| Address | 4505 S Wasatch Blvd Salt Lake City, UT 84124 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 17.4 |
| (b) Individuals (high net worth individuals) | 40 | 91.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 225 | 109.3 |
| By Discretionary | ||
| Discretionary | 225 | 109.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 225 | 109.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.3 | |
| Total | 225 | 109.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Breakwater Financial LLC
✚
|
MA | 0.1 |
|
Servatus Capital LLC
✚
|
FL | 0.1 |
|
10Elms LLP
✚
|
0.1 | |
|
Municipal Asset Management Inc
✚
|
NY | 0.1 |
|
Ivanoff Wealth Management Inc
✚
|
CA | 0.1 |
|
Insight Wealth Strategies LP
✚
|
CA | 0.1 |
|
Davivienda Investment Advisor USA LLC
✚
|
FL | 0.1 |
|
Crescent City Retirement Group LLC
✚
|
LA | 0.1 |
|
JGC Wealth Management LLC
✚
|
OR | 0.1 |
|
Alianza Corp Investment Advisor
✚
|
FL | 0.1 |