RIA Intel›Advisers›Maryland›ITHAKA FINANCIAL PLANNING, LLC

ITHAKA FINANCIAL PLANNING, LLC

Advisory

CHEVY CHASE, MD

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MD
#376
of 468 advisers by AUM
Average account
$399K
across 231 accounts
AUM per adviser
$31M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$92M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$92M
Discretionary AUM$85M
Non-Discretionary AUM$8M
Discretionary %91.8%
Total Clients55
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InDC, MA, MD, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MD

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

SOVEREIGN FINANCIAL SERVICES, LLC
PHOENIX, MD
$92M
MERINGOFF WEALTH MANAGEMENT GROUP, LLC
$92M
ALIKOS WEALTH MANAGEMENT, LLC
BETHESDA, MD
$93M
CRABB FINANCIAL STRATEGIES, INC.
FREDERICK, MD
$91M
0.0% 1Y
NAZELROD & ASSOCIATES FINANCIAL SERVICES, INC.
TOWSON, MD
$93M
+31.1% 1Y
BRIDGEWATER FINANCIAL MANAGEMENT LLC
BETHESDA, MD
$93M
+56.3% 1Y

Get the full picture on ITHAKA FINANCIAL PLANNING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ITHAKA FINANCIAL PLANNING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans