RIA Intel›Advisers›California›PANORAMIC FINANCIAL ADVICE INC.

PANORAMIC FINANCIAL ADVICE INC.

Advisory

CA

Data as of May 8, 2026 · Source: SEC Form ADV

Rank in CA

#2,868

of 5,480 advisers by AUM

Average account

$89K

across 1,049 accounts

AUM per adviser

$47M

2 advisers

Source: SEC Form ADV. Figures as filed May 8, 2026.

Total AUM

$93M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$93M

Discretionary AUM$93M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients143

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, NE, 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

143 clients

32 high-net-worth

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

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CRYSTAL ASSET MANAGEMENT, LLC

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