RIA Intel›Advisers›Minnesota›AUTHENTIC LIFE FINANCIAL PLANNING LLC

AUTHENTIC LIFE FINANCIAL PLANNING LLC

Advisory

Data as of Mar 28, 2026 · Source: SEC Form ADV

Average account

$42K

across 22 accounts

AUM per adviser

$922K

1 adviser

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM

$922K

Discretionary %

0%

Clients

—

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$922K

Discretionary AUM$0

Non-Discretionary AUM$922K

Discretionary %0%

Total Clients—

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN

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

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

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Advisers of similar size in MN

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

MINNEWASHTA RIO, LLC

$993K

ARES-BOUND CAPITAL LLC

$772K

SMITH & ASSOCIATES FINANCIAL SERVICES, LLC

$1M

WELLENCOURT WEALTH MANAGEMENT LLC

$1M

KODIAK INVESTMENT MANAGEMENT

AITKIN, MN

$628K

FOUNDRY WEALTH GROUP LLC

MINNEAPOLIS, MN

$1M

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