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MY PERSONAL CFO, LLC

VANCOUVER, WA · CRD 299424 · IAPD ↗ · mypcfo.com · 503-912-2090

$365.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
March 2025 — MY PERSONAL CFO, LLC now reports custody of client assets ($224.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2025 — MY PERSONAL CFO, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
66
April 2024 — MY PERSONAL CFO, LLC reported RAUM up 41% ($196.2M -> $277.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2024 — MY PERSONAL CFO, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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