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| Keyboard |
| Superior Planning LLC
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|---|---|
| CRD # | 130711 |
| SEC # | 801-131301 |
| CIK # | |
| AUM | 349.6 M (2026-06-02) |
| Employees | 12 (67% Investors, 42% Brokers) |
| Phone | 858-546-1046 |
| Address | 10085 Carroll Canyon Road San Diego, CA 92131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 431 | 129.1 |
| (b) Individuals (high net worth individuals) | 78 | 215.7 |
| (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 | 6 | 4.4 |
| (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 | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,059 | 349.6 |
| By Discretionary | ||
| Discretionary | 1,059 | 349.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,059 | 349.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 349.6 | |
| Total | 1,059 | 349.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sykon Capital LLC
✚
|
NY | 350.1 M |
|
Sonoma Allocations LLC
✚
|
CA | 350.0 M |
|
Manners Paul & Associates Inc
✚
|
GA | 349.5 M |
|
Donato Wealth Management PLLC
✚
|
TX | 349.3 M |
|
Aragon Capital LLC
✚
|
FL | 349.3 M |
|
Jackson Creek Investment Advisors LLC
✚
|
CO | 349.0 M |
|
Brooks Moore & Associates Inc
✚
|
TN | 348.9 M |
|
Melfa Wealth Management Inc
✚
|
MA | 348.8 M |
|
Arlen Capital LLC
✚
|
RI | 348.8 M |
|
Gainline Financial Partners LLC
✚
|
MN | 348.6 M |