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FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC

Advisory

N·PHOENIX, AZ

Data as of May 11, 2023 · Source: SEC Form ADV

Total AUM
$128M
1-Year AUM Growth
+2.5%
3-Year CAGR
0.0%
Employees
0
Assets Under Management
Total AUM$128M
Discretionary AUM$128M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record8
First FilingSep 23, 2021
Latest FilingMay 11, 2023
🔒 Full AUM trend chart and 8 historical filings spanning 2+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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