# LOTV Planning & Consulting

LOTV Planning & Consulting is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 333674
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333674

## About

LOTV PLANNING & CONSULTING is a state-registered investment adviser. It has one employee and one investment adviser.

## Questions

### Does LOTV Planning & Consulting participate in fund commitments or only direct deals?

No information is available about the firm's investment structure. Single-family offices with planning and consulting in their name sometimes favor direct investments in operating businesses where family expertise can be applied, but zero deal history precludes any confirmation.

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- [Stoneprime US](https://altss.com/profile/stoneprime-us-llc)
- [Bowhead Investment Management](https://altss.com/profile/bowhead-investment-management)

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Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/lotv-planning-and-consulting

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