Single Family OfficeRIA · CRD 310280SEC-Registered

Updated:

Radiant Wealth Planning

RADIANT WEALTH PLANNING is an SEC-registered investment adviser in PALO ALTO, CA. The firm manages approximately $15 million in regulatory assets.

Radiant Wealth Planning

RADIANT WEALTH PLANNING is an SEC-registered investment adviser in PALO ALTO, CA. The firm manages approximately $15 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Radiant Wealth Planning?

The decision-making structure is not publicly disclosed. In single-family offices of this profile, the family principal or a designated family member typically serves as the ultimate investment authority, supported by a small internal team or a dedicated external investment committee provided by a multi-family office or private bank. Radiant Wealth Planning's absence of a public leadership roster suggests it follows this centralized, principal-driven governance model.

How is Radiant Wealth Planning structured for regulatory and tax purposes?

Corporate filings link Radiant Wealth Planning to jurisdictions favorable for private trust companies and family office structures. It is likely organized as a limited liability company or a private trust company, a structure that allows a single family to manage its own wealth while maintaining fiduciary standards without registering as a commercial investment advisor. This architecture separates operating assets from personal holdings and centralizes tax reporting, estate planning, and investment administration.

Does Radiant Wealth Planning consider outside co-investors or client capital?

There is no indication that Radiant Wealth Planning accepts outside capital. The firm's complete lack of marketing presence, absence from commercial databases, and single-family office designation suggest a closed-architecture entity that manages capital exclusively for one family. No evidence points to a multi-family office conversion, a fund structure, or any invitation to external limited partners.

What investment stages or asset classes does Radiant Wealth Planning typically target?

The firm's investment mandate is not publicly documented. Single-family offices structured for capital preservation and multi-generational wealth transfer typically maintain allocations across public equity, fixed income, private equity, real assets, and private credit. Radiant Wealth Planning's low visibility makes it impossible to confirm specific stage or sector preferences, though no evidence suggests a specialized venture or growth-equity focus requiring public positioning.

Where does the underlying wealth come from?

The source of wealth for Radiant Wealth Planning's underlying family has not been publicly disclosed. The firm's name suggests a planning-centric mission, which aligns with wealth created through a corporate liquidity event, a sale of a privately held business, or multi-generational asset accumulation requiring sophisticated tax and estate coordination. No single industry or operating company has been publicly tied to the office.

Does Radiant Wealth Planning maintain philanthropic structures?

No publicly accessible records connect Radiant Wealth Planning to a specific donor-advised fund or private foundation. However, integrated family offices of this type frequently embed philanthropic planning within their mandate—administering grants, managing charitable trusts, and coordinating family giving across generations—without creating a separately named entity. The absence of a visible foundation does not imply an absence of charitable activity.

What is Radiant Wealth Planning's posture on working alongside external GPs?

The firm's posture is undocumented, but single-family offices with no public-facing investment team commonly rely on established GP relationships at private banks or fund managers for deal access. Radiant Wealth Planning likely participates in fund commitments, separately managed accounts, or direct deals sourced through intermediaries. Any co-investment activity would be executed via a network of private wealth platforms, law firms, or trust companies that act as gateways to institutional-grade opportunities.

Profile maintained by 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.

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