RIA Intel›Advisers›Massachusetts›KATAPULT FINANCIAL PLANNING LLC

KATAPULT FINANCIAL PLANNING LLC

Advisory

MA

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

Rank in MA

#1,143

of 1,590 advisers by AUM

Average account

$366K

across 138 accounts

AUM per adviser

$50M

1 advisers

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

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MA

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

30 clients

14 high-net-worth

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

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