SUPERIOR PLANNING, LLC
Doing business as SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE. SEC Form ADV profile.
Total regulatory AUM
$349,553,158
Discretionary
$349,553,158
Non-discretionary
$0
Firm details
- CRD number
- 130711
- SEC file number
- 801-131301
- Main office
- SAN DIEGO, CA, United States
- Employees
- 12
- SEC status
- Approved
- Website
- https://superiorplanning.com
- Fee structure
-
Percentage of AUM Hourly Other
As of October 2026.