Atwood Financial Planning LLC
● SEC registered since 2021CRD 288941SEC# 801-122029
Reg. AUM
$15.8M
Employees
6
Accounts
4
Location
—
Atwood Financial Planning LLC assets under management
Atwood Financial Planning LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $15.8 million in regulatory assets under management and employs 6 people.
Atwood Financial Planning LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Pennington | Senior Associate | 5-10% | 2021 |
| Lori Atwood Gulin Control | Principal & Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Atwood Financial Planning LLC manage?
Atwood Financial Planning LLC reports $15.8 million in regulatory assets under management on its Form ADV.
How many employees does Atwood Financial Planning LLC have?
Atwood Financial Planning LLC reports 6 employees.
Does Atwood Financial Planning LLC disclose fund performance?
Atwood Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 202-964-3599 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$15.8MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$15.8Mregulatory AUM
Discretionary $0Non-discretionary $15.8M