RIA Intel›Advisers›California›CROSSROADS PLANNING, LLC

CROSSROADS PLANNING, LLC

Advisory

ORANGE, CA

Data as of Apr 27, 2026 · Source: SEC Form ADV

Rank in CA

#3,220

of 5,480 advisers by AUM

Average account

$189K

across 334 accounts

AUM per adviser

$32M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 27, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients124

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, 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

124 clients

20 high-net-worth

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

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