RIA Intel›Advisers›Maryland›OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

Advisory

N·ROCKVILLE, MD

Data as of Mar 25, 2024 · Source: SEC Form ADV

Total AUM

$407M

1-Year AUM Growth

+71.4%

3-Year CAGR

+23.1%

Employees

7

Assets Under Management

Total AUM$407M

Discretionary AUM$342M

Non-Discretionary AUM$66M

Discretionary %83.9%

Total Clients790

Team

Total Employees7

Investment Advisers10

Employee Growth (1Y)—

Filing History

Total Filings on Record34

First FilingAug 28, 2013

Latest FilingMar 25, 2024

🔒 Full AUM trend chart and 34 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.