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2ND STORY WEALTH PLANNERS

Advisory

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in PA

#1,404

of 1,528 advisers by AUM

Average account

$78K

across 70 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients42

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, PA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

42 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

SP WEALTH PLANNING LLC

$5M

H.H. INVESTMENT COUNSEL, INC.

$5M

FINANCIAL SPECTRUM INC.

JENKINTOWN, PA

$6M

VENTURE FINANCIAL ADVISORS, LLC

$6M

ARCHSTONE INVESTMENT MANAGEMENT

LAFAYETTE HILL, PA

$5M

+17.5% 1Y

ASHRAM CAPITAL LLC

$5M

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