# South County Wealth Planning

South County Wealth Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/sue-gardiner-cfp%c2%ae-mba-895431a

## Regulatory record

- **CRD number:** 323650
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323650

## About

SOUTH COUNTY WEALTH PLANNING is a state-registered investment adviser with $19 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Who runs investment decisions at South County Wealth Planning?

No named principals or investment professionals are publicly listed for South County Wealth Planning. The firm's leadership is not disclosed in available records, making it impossible to identify who oversees investment decisions.

## Related profiles

- [First Wealth Advisory, Inc.](https://altss.com/profile/first-wealth-advisory-inc)
- [INVESTMENT DEPT.](https://altss.com/profile/investment-dept)

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Last updated: 2026-07-06T01:24:25.765Z

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