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GAINPLAN LLC

BLOOMFIELD HILLS, MI · CRD 174427 · IAPD ↗ · gainplanners.com · 248.385.3737

$461.6MRegulatory AUM
8Advisory reps
12Employees
5Clients
1-10Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2025 — GAINPLAN LLC notice-filed in LA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2025 — GAINPLAN LLC reported RAUM up 26% ($381.1M -> $478.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
March 2025 — GAINPLAN LLC reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
March 2024 — GAINPLAN LLC notice-filed in AZ, WV.
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.