RIA Intel›Advisers›California›FROM PLANNING TO LIVING LLC

FROM PLANNING TO LIVING LLC

Advisory

CA

Data as of Jun 16, 2026 · Source: SEC Form ADV

Rank in CA

#4,846

of 5,480 advisers by AUM

Average account

$117K

across 53 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 16, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$0

Non-Discretionary AUM$6M

Discretionary %0%

Total Clients34

Team

Total Employees1

Investment Advisers1

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

34 clients

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

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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NEWPORT BEACH, CA

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WONDER WEALTH LLC

$6M

PLENTY FINANCIAL RIA, LLC

SAN FRANCISCO, CA

$6M

TSAI WEALTH MANAGEMENT

$6M

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