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MY PERSONAL CFO, LLC

SEC Form ADV profile.

Total regulatory AUM
$365,101,816
Discretionary
$365,101,816
Non-discretionary
$0

Firm details

CRD number
299424
SEC file number
801-120606
Main office
VANCOUVER, WA, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Hourly

As of October 2026.