RIA Intel›Advisers›California›CENTRIPLAN, LLC

CENTRIPLAN, LLC

Advisory

NEWPORT BEACH, CA

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in CA

#4,146

of 5,480 advisers by AUM

Average account

$3M

across 7 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$0

Non-Discretionary AUM$24M

Discretionary %0%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

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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