RIA Intel›Advisers›Texas›AZURE SKY FINANCIAL LIFE PLANNING, LLC

AZURE SKY FINANCIAL LIFE PLANNING, LLC

Advisory

TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in TX
#2,246
of 2,813 advisers by AUM
Average account
$214K
across 71 accounts
AUM per adviser
$15M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$15M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$15M
Discretionary AUM$13M
Non-Discretionary AUM$2M
Discretionary %84.2%
Total Clients17
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

CSSF MANAGEMENT PARTNERS, LP
DALLAS, TX
$15M
-63.8% 1Y
OSHMAN, GEOFFRY HILLEL
$15M
DAEDALUS CAPITAL GROUP, INC.
HOUSTON, TX
$15M
BLAZEK CAPITAL MANAGEMENT, LLC
DALLAS, TX
$15M
BOLLINGER WEALTH MANAGEMENT LLC
$15M
BULLOGIC WEALTH MANAGEMENT LLC
$15M

Get the full picture on AZURE SKY FINANCIAL LIFE PLANNING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track AZURE SKY FINANCIAL LIFE PLANNING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans