RIA Intel›Advisers›Texas›EASTLAKE PLANNING LLC

EASTLAKE PLANNING LLC

Advisory

TX

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in TX

#1,807

of 2,813 advisers by AUM

Average account

$124K

across 360 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients118

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, LA, PA, 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

118 clients

7 high-net-worth

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

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