Alaminos Wealth Planning

As an RIA structured as a multi-family office, Alaminos Wealth Planning likely provides financial planning, investment management, estate planning, tax strategy, and trust services for high-net-worth families. These are standard offerings for firms in this category, but specific service menus are not publicly confirmed.

Public records indicate Alaminos Wealth Planning is registered as an RIA, consistent with a multi-family office structure. It serves multiple families rather than a single wealth origin, though the number of client families is undisclosed.

Fee structures are not publicly disclosed. RIA multi-family offices typically charge a percentage of assets under management, flat retainer fees, or hourly billing. Alaminos may also charge for financial planning services on a project basis.

The wealth origin is not disclosed. The firm serves high-net-worth families, but specific sources of wealth—such as founder liquidity, inheritance, or sale of a business—are not identified in public records.

There is no public evidence of direct alternative asset investments. The firm may allocate client capital to third-party investment vehicles, but specific holdings or co-investment activity are not documented.