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PI WEALTH PLAN LLC

Advisory

CA

Data as of May 18, 2026 · Source: SEC Form ADV

Rank in CA
#4,062
of 5,480 advisers by AUM
Average account
$627K
across 42 accounts
AUM per adviser
$26M
1 adviser

Source: SEC Form ADV. Figures as filed May 18, 2026.

Total AUM
$26M
Discretionary %
100%
Clients
5
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$26M
Discretionary AUM$26M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

PHILLIP K GORIAN
$26M
DIVERSIFIED FINANCIAL MANAGEMENT, INC.
NEWPORT BEACH, CA
$26M
TOPTURN FUND ADVISORS, LLC
MONTEREY, CA
$26M
+50.5% 1Y
STELLA CAPITAL, LLC
SAN FRANCISCO, CA
$26M
+4.3% 1Y
MITCHELL, PORTER & WILLIAMS, INC.
LOS ANGELES, CA
$26M
WILLOWBROOK ASSET MANAGEMENT, LLC
LOS ANGELES, CA
$26M
+0.8% 1Y

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