# Stanford Wealth Planning LLC

Stanford Wealth Planning LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/stanford-wealth-planning

## Regulatory record

- **CRD number:** 339724
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339724

## About

STANFORD WEALTH PLANNING LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Stanford Wealth Planning LLC?

No named principals, investment committee members, or executives have been publicly identified. The firm's SEC registration does not list current officers. Without a named operator, it is unclear who controls investment decisions.

### What is Stanford Wealth Planning LLC's investment strategy?

The firm has not disclosed any investment strategy, asset-class preferences, stage focus, or sector concentration. There are no public filings or communications describing how it allocates capital.

### Where is Stanford Wealth Planning LLC headquartered?

The firm's physical location is not publicly available. Its SEC registration does not list a principal office address beyond a registered agent in a generic jurisdiction. No city or country of operations has been confirmed.

### Does Stanford Wealth Planning LLC have any known track record?

No track record, performance history, or benchmark data exists in the public domain. The firm has not been cited in any industry publication, database, or survey for investment returns or capital deployment.

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- [Creegan & Associates](https://altss.com/profile/creegan-and-associates)
- [Oakmount Capital LLP](https://altss.com/profile/oakmount-capital-llp)

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Last updated: 2026-06-03T20:00:00.000Z

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