RIA Intel›Advisers›Virginia›CULTIVATE FINANCIAL PLANNING LLC

CULTIVATE FINANCIAL PLANNING LLC

Advisory

RADFORD, VA

Data as of Jan 7, 2026 · Source: SEC Form ADV

Rank in VA

#480

of 588 advisers by AUM

Average account

$231K

across 364 accounts

AUM per adviser

$84M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 7, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$84M

Discretionary AUM$84M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients87

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, VA

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

87 clients

23 high-net-worth

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

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