← Tributary

BACKBONE PLANNING PARTNERS LLC

LAS VEGAS, NV · CRD 326699 · IAPD ↗ · backboneplanning.com · 702569716

$98.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — BACKBONE PLANNING PARTNERS LLC notice-filed in LA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2025 — BACKBONE PLANNING PARTNERS LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2025 — BACKBONE PLANNING PARTNERS LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2025 — BACKBONE PLANNING PARTNERS LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2025 — BACKBONE PLANNING PARTNERS LLC reported RAUM up 28% ($71.2M -> $91.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — BACKBONE PLANNING PARTNERS LLC now reports custody of client assets ($12.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — BACKBONE PLANNING PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
April 2025 — BACKBONE PLANNING PARTNERS LLC now reports 1 private fund(s) ($11.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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