RIA Intel›Advisers›California›PLAN B INVESTMENTS, INC.

PLAN B INVESTMENTS, INC.

Advisory

CARMEL VALLEY, CA

Data as of Apr 15, 2026 · Source: SEC Form ADV

Rank in CA

#3,892

of 5,480 advisers by AUM

Average account

$256K

across 125 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 15, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$32M

Discretionary AUM$0

Non-Discretionary AUM$32M

Discretionary %0%

Total Clients92

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

92 clients

27 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

COMPUTER HANDHOLDERS INC

$32M

GARZARELLI INVESTMENT MANAGEMENT, L.L.C. (GIM)

$32M

RELIANCE INVESTING, INC.

$32M

MAYFIELD ASSOCIATES

LOS ANGELES, CA

$32M

ALPHA RETIREMENT WEALTH, LLC

$32M

ATTUNE FINANCIAL PLANNING, LLC

$32M

Get the full picture on PLAN B INVESTMENTS, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PLAN B INVESTMENTS, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans