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| Happy Holidays!! thanks for using AUM13F!! |
| Superior Planning LLC
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|---|---|
| CRD # | 130711 |
| SEC # | 801-131301 |
| CIK # | |
| AUM | $192.1 M (2025-05-30) |
| Employees | 12 (58% Investors, 42% Brokers) |
| Phone | 858-546-1046 |
| Address | 10085 Carroll Canyon Road San Diego, CA 92131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 81.0 |
| (b) Individuals (high net worth individuals) | 205 | 108.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 1.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 1 | 0.0 |
| Total | 810 | 192.1 |
| By Discretionary | ||
| Discretionary | 218 | 58.6 |
| Non-Discretionary | 592 | 133.5 |
| Total | 810 | 192.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.1 | |
| Total | 810 | 192.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ares Financial Consulting LLC
✚
|
CA | 0.2 |
|
Newport Wealth Advisors Inc
✚
|
CA | 0.2 |
|
Sand Creek Capital LLC
✚
|
ID | 0.2 |
|
New Century Financial Group LLC
✚
|
NJ | 0.2 |
|
Clemson-Eps Advisors LLC
✚
|
SC | 0.2 |
|
Legacy Solutions LLC
✚
|
PA | 0.2 |
|
The Wealth Conservancy Inc
✚
|
CO | 0.2 |
|
Bayntree Wealth Advisors LLC
✚
|
AZ | 0.2 |
|
Strategic Financial Planning Inc
✚
|
TX | 0.2 |
|
MPWA Inc
✚
|
CA | 0.2 |