Obsidian Personal Planning Solutions LLC


Assets, Funds, Holdings

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Obsidian Personal Planning Solutions LLC
CRD #168342
SEC #801-78523
AUM $154.4 MM (94% Disc, 100% US, 2020-02-24)
Employees9 (67% Investors, 44% Brokers)
Address2099 Gaither Rd Suite 110
Rockville, MD 20850
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Caruso McLean & Co Inc
NY 0.2
Entrust Wealth Advisors LLC
CA 0.2
NF Wealth Management Inc
CA 0.2
Strategic Financial Management LLC
NJ 0.2
Zephyr Investment Management Inc
CA 0.2
Walpole Financial Advisors LLC
CA 0.2
Laffer Investments Inc
TN 0.2
Galleria Financial Advisors LLC
GA 0.2
Pacific Sun Financial Corp
CA 0.2
Lake Tahoe Wealth Management Inc
NV 0.2
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