← Tributary

PLANNED ASSET MANAGEMENT

CALABASAS, CA · CRD 105986 · IAPD ↗ · 818-708-6888

$385.3MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
May 2025 — PLANNED ASSET MANAGEMENT (CALABASAS, CA) left the SEC roster (was $385.3M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.