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TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD 341732 · IAPD ↗ · treasurevalleyplanning.com · 208-789-0888

$336.0MRegulatory AUM
7Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
October 2026 — TREASURE VALLEY FINANCIAL PLANNING's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
June 2026 — TREASURE VALLEY FINANCIAL PLANNING (MERIDIAN, ID) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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