Investment adviser · CRD 130711
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE
Investment adviser filing (IA)
SUPERIOR PLANNING, LLC
SAN DIEGO, CA, United States · Form ADV filed Jun 2, 2026
- Regulatory AUM
- $350M Form ADV · Item 5.F
- Client accounts
- 1,059 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 8 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 | 78 | $215,692,294 | 61.7% |
| Individuals | 431 | $129,078,511 | 36.9% |
| Retirement plans | 6 | $4,357,665 | 1.2% |
| Corporations & businesses | 1 | $424,688 | 0.1% |
Filing source
Form ADV 2109761 · Jun 2, 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: Jun 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
10085 CARROLL CANYON ROAD, SUITE 150SAN DIEGO, CA, 92131, United States
CRD 130711
Filing source
Form ADV 2109761 · Jun 2, 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.