RIA Intel›Advisers›Indiana›PANORAMIC FINANCIAL PLANNING, LLC

PANORAMIC FINANCIAL PLANNING, LLC

Advisory

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$576K

across 40 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

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

12 clients

9 high-net-worth

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

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Advisers of similar size in IN

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

FULL OF GRACE FINANCIAL, LLC

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LAKELAND INVESTMENT ADVISORS, LLC.

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GATES INVESTMENT ADVISORS, LLC

EVANSVILLE, IN

$23M

LINDSEY WEALTH MANAGEMENT, LLC

VINCENNES, IN

$23M

GILBERT WEALTH

$23M

GRANT EVANS WEALTH MANAGEMENT, LLC

PARKER CITY, IN

$24M

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