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TWO PALMS PLANNING LLC

Advisory

CA

Data as of Apr 6, 2026 · Source: SEC Form ADV

Rank in CA
#4,376
of 5,480 advisers by AUM
Average account
$3M
across 6 accounts
AUM per adviser
$17M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

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

Advisers of similar size in CA

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

CONVERGENCE WEALTH PARTNERS LLC
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$17M
EMERALD HILLS CAPITAL, LLC
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COGENT INVESTMENT ADVISORS LLC
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UNION FINANCIAL PARTNERS, SAN FRANCISCO
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$17M
INFLECTION PARTNERS, LLC
SAN FRANCISCO, CA
$17M
-62.6% 1Y

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