← Tributary

JLFRANKLIN WEALTH PLANNING

SAN RAFAEL, CA · CRD 131690 · IAPD ↗ · jlfwealth.com · (415) 925-3400

$201.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — JLFRANKLIN WEALTH PLANNING (SAN RAFAEL, CA) left the SEC roster (was $201.4M RAUM, 2 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.