# Planmember Asset Management Corporation

Planmember Asset Management Corporation is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** planmember.com

## Regulatory record

- **CRD number:** 289591
- **SEC file number:** 801-111678
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289591

## About

PLANMEMBER ASSET MANAGEMENT CORPORATION is an SEC-registered investment adviser in CARPINTERIA, CA, registered since 2017. It has 8 employees and 3 investment advisers. The firm is based in California.

## Questions

### Who runs investment decisions at Planmember Asset Management Corporation?

The firm does not disclose its investment leadership publicly. No named principals or investment committee members appear in public records, so the decision-making structure remains unverifiable.

### What investment stages does Planmember typically target?

No public documentation describes Planmember's target investment stages. The firm has not disclosed any direct investments, fund commitments, or preferred capital allocation lifecycles.

### Which sectors does Planmember Asset Management Corporation explicitly avoid?

The firm's sector exclusions are unknown. No investment mandate or negative screening criteria have been publicly stated.

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Last updated: 2026-07-11T11:59:37.000Z

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