# LAVISH FINANCIAL PLANNING

LAVISH FINANCIAL PLANNING is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 167592
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167592

## About

LAVISH FINANCIAL PLANNING is a state-registered investment adviser in MORRISTOWN, NJ. The firm manages approximately $35 million in regulatory assets. It has 4 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at LAVISH FINANCIAL PLANNING?

No named investment leaders are publicly associated with the firm. The firm's principals remain undisclosed in public records.

### How does LAVISH FINANCIAL PLANNING source deal flow?

No information is publicly available on the firm's deal sourcing methodology. The firm has not disclosed any proprietary sourcing channels or external partnerships.

### Does LAVISH FINANCIAL PLANNING participate in fund commitments or only direct deals?

No public information exists on the firm's investment vehicle preferences. No fund commitments or direct deals have been reported.

### What investment stages does LAVISH FINANCIAL PLANNING typically target?

Stage preferences are not publicly disclosed. No portfolio companies or transactions have been linked to the firm.

## Related profiles

- [Irontree Advisors](https://altss.com/profile/irontree-advisors-llc)

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Last updated: 2026-07-06T01:24:20.070Z

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