Planned Asset Management, LLC
CRD 105986SEC# 801-25709Calabasas, CA
No longer SEC-registered. Planned Asset Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$385.3M
Employees
6
Accounts
301
Location
Calabasas, CA
Planned Asset Management, LLC assets under management
Planned Asset Management, LLC operates as an SEC-registered investment adviser based in Calabasas, CA. It reports $385.3 million in regulatory assets under management and employs 6 people.
Planned Asset Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joni L Reiff | Member | 50-75% | 2016 |
| Morrie Wolbrum Reiff Control | President | 50-75% | 1985 |
| Paul Sueyuki Okawa | Chief Compliance Officer | Under 5% | 2004 |
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Join to unlock · $37/moFrequently asked questions
How much does Planned Asset Management, LLC manage?
Planned Asset Management, LLC reports $385.3 million in regulatory assets under management on its Form ADV.
How many employees does Planned Asset Management, LLC have?
Planned Asset Management, LLC reports 6 employees.
Where is Planned Asset Management, LLC located?
Planned Asset Management, LLC is based in Calabasas, CA.
Does Planned Asset Management, LLC disclose fund performance?
Planned Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 27001 Agoura Road, Suite 150, Calabasas, CA 91301-5104 |
| Office hours | 7:30 a.m. - 4:30 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$385.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$385.3Mregulatory AUM
Discretionary $385.3M