Updated:
Open World Financial Life Planning
OPEN WORLD FINANCIAL LIFE PLANNING is an SEC-registered investment adviser in RALEIGH, NC. The firm manages approximately $12 million in regulatory assets.
Open World Financial Life Planning
OPEN WORLD FINANCIAL LIFE PLANNING is an SEC-registered investment adviser in RALEIGH, NC. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs Open World Financial Life Planning?
No named principals or executives have been publicly identified for this firm. No SEC IAPD registration or state-level filings have been found under this name in available records.
Where is Open World Financial Life Planning located?
No office address or jurisdiction of operation has been disclosed. The firm may be operating in the United States given the RIA regulatory framework implied by the name, but this is unconfirmed.
What is the life-planning model this firm likely uses?
The firm's name references 'life planning,' a financial advisory philosophy that links investment and wealth management to personal goals and values. This methodology was formalized by George Kinder and is used by some multi-family offices to differentiate from asset-centric advisors.
Does Open World Financial Life Planning manage any investment funds?
There is no public evidence that Open World Financial Life Planning manages pooled investment funds, holds an SEC registration as an investment adviser under the Investment Advisers Act of 1940, or files Form ADV. The firm may operate solely as a planning-only practice.
What is the minimum net worth or investable assets required to work with this firm?
No minimums have been publicly disclosed. Life-planning practices often serve high-net-worth individuals and families, but without firm disclosure, no threshold can be confirmed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: