# PERSONAL BENEFITS PLANNING LLC

PERSONAL BENEFITS PLANNING LLC is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 172531
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172531

## About

PERSONAL BENEFITS PLANNING LLC is a state-registered investment adviser in PHOENIX, AZ. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Wealth Management
- Estate Planning

## Questions

### What is known about the leadership of Personal Benefits Planning LLC?

No named principals or operators have been publicly identified for Personal Benefits Planning LLC. The firm maintains a low profile, with no team roster listed on any public database or professional network. This level of anonymity is common among small family offices designed for a single family.

### What sectors or asset classes does Personal Benefits Planning LLC focus on?

Given the firm's estate-planning focus, typical asset classes include cash equivalents, bonds, and domestic equities for wealth preservation. No sector-specific allocations or venture exposure have been publicly identified.

## Related profiles

- [Kansas City Private Wealth Management, LLC](https://altss.com/profile/kansas-city-private-wealth-management-llc)
- [TSFG, LLC](https://altss.com/profile/tsfg-llc)

---

Last updated: 2026-07-06T01:24:23.134Z

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

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology