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⚲
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| Staib Financial Planning LLC
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|
|---|---|
| CRD # | 125706 |
| SEC # | 801-135285 |
| CIK # | |
| AUM | $118.0 M (2026-01-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 303-887-9633 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 6.6 |
| (b) Individuals (high net worth individuals) | 44 | 111.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 275 | 118.0 |
| By Discretionary | ||
| Discretionary | 275 | 118.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 275 | 118.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.0 | |
| Total | 275 | 118.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cardinal Advisers LLC
✚
|
0.1 | |
|
Brian Joyce LLC
✚
|
0.1 | |
|
Sandhill Wealth Management Inc
✚
|
FL | 0.1 |
|
The Financial Discovery Group Inc
✚
|
GA | 0.1 |
|
Blue Sky Investment Partners Inc
✚
|
IL | 0.1 |
|
CornerStone Financial Management LLC
✚
|
GA | 0.1 |
|
Investment & Tax Strategies Inc
✚
|
0.1 | |
|
AEM Asset Management LLC
✚
|
NJ | 0.1 |
|
AK Global Asset Management LLC
✚
|
CA | 0.1 |
|
Curat Global LLC
✚
|
0.1 |