# Everleap Financial Planning

Everleap Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/didi-chen-74876333

## Regulatory record

- **CRD number:** 339081
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339081

## About

Everleap Financial Planning is a state-registered investment adviser based in Newcastle, WA. It has one employee and one investment adviser. The firm is located in Newcastle.

## Questions

### Who runs investment decisions at Everleap Financial Planning?

Everleap Financial Planning has no named principal or investment committee in public records. The firm has no registered investment adviser filings (as of 2026) that identify a CEO, CIO, or managing director. The decision-making structure is effectively unknown.

### What is Everleap Financial Planning's known posture on co-investments alongside external GPs?

There are no public records of Everleap Financial Planning co-investing alongside any GP. The firm's stance on co-investments is entirely undocumented.

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Last updated: 2026-07-06T01:24:16.122Z

Canonical page: https://altss.com/profile/everleap-financial-planning

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