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OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

ROCKVILLE, MD · CRD 168342 · IAPD ↗ · 301-990-4395

$407.2MRegulatory AUM
7Advisory reps
10Employees
22Clients
251-500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC (ROCKVILLE, MD) left the SEC roster (was $407.2M RAUM, 7 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
49
April 2025 — OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC notice-filed in CT, NH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC reported RAUM up 30% ($312.8M -> $407.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2024 — OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
72
April 2024 — OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC reported RAUM up 71% ($182.5M -> $312.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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