Investment adviser · CRD 288941
ATWOOD FINANCIAL PLANNING LLC
Investment adviser filing (IA)
· Form ADV filed Feb 19, 2026
- Regulatory AUM
- $15.8M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 339 | $15,750,000 | 100.0% |
| Individuals | 600 | $0 | 0.0% |
| Charities | Fewer than 5 | Not reported | Not reported |
| Corporations & businesses | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2039727 · Feb 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 19, 2026. View historical filings
Reported services
Financial planning · Educational seminars
Compensation
Hourly · Fixed
Principal office
CRD 288941
Filing source
Form ADV 2039727 · Feb 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.