# Moonshot Planning

Moonshot Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://moonshotplanning.com
- **LinkedIn:** https://www.linkedin.com/company/louis-guajardo-cfp%c2%ae-2708b21b5

## Regulatory record

- **CRD number:** 329154
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329154

## About

MOONSHOT PLANNING LLC is a state-registered investment adviser with $820,046 in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Does Moonshot Planning have a public track record or known exits?

There are no public exits, press releases, or co-investor announcements tied to Moonshot Planning. Its portfolio, deployment pace, and return history are entirely private, making peer benchmarking impossible through open-source research.

## Related profiles

- [Moondance Investment Advisors](https://altss.com/profile/moondance-investment-advisors-llc)
- [Moore Private Wealth](https://altss.com/profile/moore-private-wealth-llc)

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Last updated: 2026-07-06T01:24:21.606Z

Canonical page: https://altss.com/profile/moonshot-planning-llc

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