# Sweetgrass Financial Planning

Sweetgrass Financial Planning is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 289291
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289291

## About

Sweetgrass Financial Planning, LLC is a state-registered investment adviser with approximately $8 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Which sectors does Sweetgrass Financial Planning explicitly avoid?

No sector exclusions are publicly stated by Sweetgrass Financial Planning. Sector preferences or restrictions are not available in any public source.

## Related profiles

- [Adelis Advisory AB II](https://altss.com/profile/adelis-advisory-ab-ii)
- [Kedzior Wealth Management LLC](https://altss.com/profile/kedzior-wealth-management-llc)

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

Canonical page: https://altss.com/profile/sweetgrass-financial-planning-llc

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