← Tributary

ASSET PLANNING, INC

LOS ALAMITOS, CA · CRD 111535 · IAPD ↗ · assetplanninginc.com · 714-827-5794

$553.5MRegulatory AUM
5Advisory reps
5Employees
5Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2025 — ASSET PLANNING, INC moved its main office from CYPRESS, CA to LOS ALAMITOS, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2025 — ASSET PLANNING, INC crossed $500M in regulatory AUM ($446.5M -> $506.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2024 — ASSET PLANNING, INC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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