RIA Intel›Advisers›Washington›PLANIT FINANCIAL LLC

PLANIT FINANCIAL LLC

Advisory

WA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$1M
across 17 accounts
AUM per adviser
$25M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$25M
Discretionary %
100%
Clients
17
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$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

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

IRON SUMMIT CAPITAL, LP
BELLEVUE, WA
$25M
LONG HABIT LLC
$25M
R CUBED GLOBAL CAPITAL INC.
BELLEVUE, WA
$25M
+352.5% 1Y
SOUND FINANCIAL ADVISORS, INC.
$25M
ANDREW WATKINS & ASSOCIATES INC.
SEQUIM, WA
$24M
-36.2% 1Y
COPPER PLACE GLOBAL CAPITAL LLC
CLYDE HILL, WA
$24M

Get the full picture on PLANIT FINANCIAL LLC

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

Create a free account →See plans