Updated:Jul 6, 2026

ADVITICA FINANCIAL PLANNING LLC

Advitica Financial Planning LLC is a state-registered investment adviser with $22 million in regulatory assets under management. The firm has 1 employee and 1...

ADVITICA FINANCIAL PLANNING LLC

Advitica Financial Planning LLC is a state-registered investment adviser with $22 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

linkedin.com/company/tomclean

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Sector focus

Wealth ManagementFinancial Planning

What is ADVITICA FINANCIAL PLANNING LLC?

ADVITICA FINANCIAL PLANNING LLC is a ria headquartered in New York, United States.

Where is ADVITICA FINANCIAL PLANNING LLC headquartered?

ADVITICA FINANCIAL PLANNING LLC is headquartered in New York, United States, in the North America region.

What does Altss track for ADVITICA FINANCIAL PLANNING LLC?

Altss maintains an OSINT-verified profile of ADVITICA FINANCIAL PLANNING LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is ADVITICA FINANCIAL PLANNING LLC?

ADVITICA FINANCIAL PLANNING LLC is classified by Altss as a RIA, operating from United States within the North America region.

How does Altss source intelligence on ADVITICA FINANCIAL PLANNING LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was ADVITICA FINANCIAL PLANNING LLC's Altss profile last updated?

ADVITICA FINANCIAL PLANNING LLC's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.