RIA Intel›Advisers›Texas›GEN Y PLANNING LLC

GEN Y PLANNING LLC

Advisory

TX

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

Rank in TX

#1,717

of 2,813 advisers by AUM

Average account

$185K

across 291 accounts

AUM per adviser

$27M

2 advisers

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

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients90

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In10 states

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

90 clients

11 high-net-worth

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

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

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