# ITHAKA FINANCIAL PLANNING, LLC

ITHAKA FINANCIAL PLANNING, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://ithakafinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/ithaka-financial-planning

## Regulatory record

- **CRD number:** 153244
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153244

## About

Ithaka Financial Planning, LLC is a state-registered investment adviser in Chevy Chase, MD. The firm manages $92 million in assets, $85 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### Who are the principals of ITHAKA Financial Planning, LLC?

No principal names have been publicly disclosed or identified in any credible sources. The firm's ownership structure and key decision-makers remain unknown.

### Does ITHAKA Financial Planning, LLC have public AUM or performance data?

No AUM, performance, or fee information is publicly available for this firm. It is classified as Undisclosed in terms of scale.

### What is the geographic focus of ITHAKA Financial Planning, LLC?

No confirmed headquarters or office locations have been found. The firm is assumed to operate in the United States, but its specific region cannot be determined from available public information.

## Related profiles

- [EDMD Financial Strategies](https://altss.com/profile/edmd-financial-strategies-llc)
- [ACIS Capital Management](https://altss.com/profile/acis-capital-management-lp)

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Last updated: 2026-06-03T20:00:00.000Z

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