RIA Intel›Advisers›Michigan›PLANVESTING, LLC

PLANVESTING, LLC

Advisory

MI

Data as of Jul 1, 2026 · Source: SEC Form ADV

Average account
$799K
across 16 accounts
AUM per adviser
$13M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 1, 2026.

Total AUM
$13M
Discretionary %
0%
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$13M
Discretionary AUM$0
Non-Discretionary AUM$13M
Discretionary %0%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

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OLIVE TREE ASSET MANAGEMENT, LLC
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ALPHA ASSET ADVISORS LLC
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GLOBAL PORTFOLIO SERVICES LLC
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