# Bautista Planning and Analytics

Bautista Planning and Analytics is a RIA based in Portland, OR, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Portland, OR, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://bautistaplanningandanalytics.com
- **LinkedIn:** https://www.linkedin.com/company/joejbautista

## Regulatory record

- **CRD number:** 301150
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301150

## About

Bautista Planning and Analytics, LLC is a state-registered investment adviser. The firm manages approximately $665,000 in regulatory assets. It has 1 employee and 1 investment adviser.

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Last updated: 2026-07-08T23:55:50.498Z

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