RIA Intel›Advisers›California›AUSPICIOUS FINANCIAL PLANNING, LLC

AUSPICIOUS FINANCIAL PLANNING, LLC

Advisory

N·SAN RAMON, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$278M
1-Year AUM Growth
+12.0%
3-Year CAGR
+2.7%
Employees
1
Assets Under Management
Total AUM$278M
Discretionary AUM$278M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients200
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record12
First FilingAug 14, 2018
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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