# CNIV Financial Planning

CNIV Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 325825
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325825

## About

CNIV FINANCIAL PLANNING LLC is a state-registered investment adviser. The firm has one employee and one investment adviser. It operates with a single investment adviser.

## Questions

### Where does the wealth managed by CNIV Financial Planning originate?

The wealth origin has not been publicly disclosed. Many private family offices in the United States arise from liquidity events in industries such as manufacturing, real estate, natural resources, or professional services. Without a public principal name or corporate lineage, the sector of origin is a matter of private record.

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Last updated: 2026-07-06T01:24:14.225Z

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