Think Different Financial Planning LLC
● SEC registered since 2026CRD 312539SEC# 801-135763
Reg. AUM
$141.5M
Employees
2
Accounts
202
Location
—
Think Different Financial Planning LLC assets under management
Think Different Financial Planning LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2026. It reports $141.5 million in regulatory assets under management and employs 2 people.
Think Different Financial Planning LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William James Steinberger Control | Founder, Ceo, Cco | Over 75% | 2021 |
Frequently asked questions
How much does Think Different Financial Planning LLC manage?
Think Different Financial Planning LLC reports $141.5 million in regulatory assets under management on its Form ADV.
How many employees does Think Different Financial Planning LLC have?
Think Different Financial Planning LLC reports 2 employees.
Does Think Different Financial Planning LLC disclose fund performance?
Think Different 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 | 650-387-0533 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$141.5MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$141.5Mregulatory AUM
Discretionary $141.5M