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| Keyboard |
| Viable Planning LLC
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|---|---|
| CRD # | 322140 |
| SEC # | 801-130160 |
| CIK # | |
| AUM | 214.2 M (2026-03-31) |
| Employees | 6 (50% Investors, 33% Brokers) |
| Phone | 888-842-2295 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 34.7 |
| (b) Individuals (high net worth individuals) | 49 | 126.0 |
| (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 | 7 | 53.5 |
| (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 | 645 | 214.2 |
| By Discretionary | ||
| Discretionary | 645 | 214.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 645 | 214.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.2 | |
| Total | 645 | 214.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kinwell LLC
✚
|
SC | 214.7 M |
|
Downshift Financial LLC
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214.7 M | |
|
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214.5 M | |
|
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|
Summit Portfolio Management LLC
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|
Premis Advisors LLC
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|
Global Trust Wealth Management LLC
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FL | 213.7 M |
|
Coastline Complete Wealth LLC
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|
SC | 213.6 M |
|
Daniels & Erickson Financial Advisors LLC
✚
|
TX | 213.6 M |
|
Argyle Capital Partners LLC
✚
|
CA | 213.6 M |