Updated:
Personal Economic Planning LLC
Personal Economic Planning LLC is an SEC-registered RIA in the US, offering financial planning for individuals.
Personal Economic Planning LLC
Personal Economic Planning LLC is an SEC-registered investment adviser, filing Form ADV as a limited liability company in the United States. The firm's name indicates a focus on comprehensive financial planning for individuals, likely including retirement, tax, estate, and investment management services. No founding year, founder names, or wealth origin details are publicly available. The firm's strategy appears centered on personal economic planning rather than institutional asset management or direct investing. Without disclosed asset-class preferences, geographic focuses, or portfolio holdings, the firm's investment posture is not observable. No known fund structures, co-investment vehicles, or club deals are associated with Personal Economic Planning LLC. Team size, AUM, and additional office locations are not publicly reported. The firm has no known adjacent philanthropic structures, operating businesses, or membership networks (e.g., Tiger 21, R360, YPO). No recent operational events (e.g., new hires, regulatory actions, or partnership announcements) have been identified. The structural differentiator for Personal Economic Planning LLC is its apparent status as a small, likely boutique RIA serving individual clients rather than institutions. The firm's limited public footprint suggests it operates as a local or regional advisor, not a multi-family office or asset manager. Succession planning or governance details are unavailable.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Frequently asked questions
Who runs Personal Economic Planning LLC?
The firm's principals are not listed in public records or the SEC's Investment Adviser Public Disclosure database as individual names. The firm is structured as a limited liability company, but specific managing members or key executives are not publicly identified.
What services does Personal Economic Planning LLC offer?
Based on the firm's name and its SEC registration, it likely offers financial planning, investment management, and related advisory services to individual clients. The firm does not appear to manage pooled investment vehicles or institutional mandates. Specific service packages are not publicly detailed.
Is Personal Economic Planning LLC a family office?
No, the firm's registration as an investment adviser and its name suggest it is a financial planning practice for multiple individuals, not a single-family office or multi-family office. No family offices or institutional clients are associated with the firm in public filings.
What is the firm's AUM?
Personal Economic Planning LLC does not publicly disclose its assets under management. The firm's SEC Form ADV may list AUM, but that figure is not publicly available. An Altss estimate cannot be derived without data.
Does Personal Economic Planning LLC invest in private markets or direct deals?
No public information suggests the firm engages in private market investing, direct equity, or venture capital. The firm's focus is likely on traditional financial planning and passive investment management for individual clients.
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: