RIA Intel›Advisers›California›RADIANT WEALTH PLANNING, LLC

RADIANT WEALTH PLANNING, LLC

Advisory

PALO ALTO, CA

Data as of Jan 7, 2026 · Source: SEC Form ADV

Rank in CA

#4,468

of 5,480 advisers by AUM

Average account

$142K

across 103 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 7, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAK, CA, TX, VA, WA

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

59 clients

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

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