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SP ASSET MANAGEMENT LLC

CUPERTINO, CA · CRD 323369 · IAPD ↗ · spassetmanagement.net · 408-257-7711

$1.90BRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — SP ASSET MANAGEMENT LLC reported RAUM up 30% ($1.07B -> $1.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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