Viable Planning, LLC
● SEC registered since 2024CRD 322140SEC# 801-130160
Reg. AUM
$214.2M
Employees
6
Accounts
645
Location
—
Viable Planning, LLC assets under management
Viable Planning, LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $214.2 million in regulatory assets under management and employs 6 people.
Viable Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregg Michael Gottlieb Control | Owner | 50-75% | 2024 |
| Paul Francis Savini Control | Owner, Cco | 50-75% | 2022 |
Frequently asked questions
How much does Viable Planning, LLC manage?
Viable Planning, LLC reports $214.2 million in regulatory assets under management on its Form ADV.
How many employees does Viable Planning, LLC have?
Viable Planning, LLC reports 6 employees.
Does Viable Planning, LLC disclose fund performance?
Viable Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 888-842-2295 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$214.2M▲ 72%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$214.2Mregulatory AUM
Discretionary $214.2M