Life Planning Advisors LLC
● SEC registered since 2022CRD 151292SEC# 801-126603Bigfork, MT
Reg. AUM
$169.2M
Employees
4
Accounts
1,071
Location
Bigfork, MT
Life Planning Advisors LLC assets under management
Life Planning Advisors LLC is an SEC-registered investment adviser based in Bigfork, MT. The firm has been registered since 2022. It reports $169.2 million in regulatory assets under management and employs 4 people.
Life Planning Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Bruce Goldman Control | Managing Member, Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Life Planning Advisors LLC manage?
Life Planning Advisors LLC reports $169.2 million in regulatory assets under management on its Form ADV.
How many employees does Life Planning Advisors LLC have?
Life Planning Advisors LLC reports 4 employees.
Where is Life Planning Advisors LLC located?
Life Planning Advisors LLC is based in Bigfork, MT and has been SEC-registered since 2022.
Does Life Planning Advisors LLC disclose fund performance?
Life Planning Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 62 Bay Harbor Drive, #2826, Bigfork, MT 59911 |
| Phone | 760-918-0304 |
| Fax | 760-918-0404 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$169.2M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$169.2Mregulatory AUM
Discretionary $0Non-discretionary $169.2M