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Superior Planning Wealth Management & Family Office

CRD 130711  ·  San Diego, CA  ·  $349.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
130711
SEC number
801-131301
Firm type
RIA
Assets under management
$349.6M as of Jun 2, 2026
Website
superiorplanning.com ↗
Phone
858-546-1046
Address
10085 Carroll Canyon Road, San Diego, CA, 92131

Advisors at this firm

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SEC IAPD record for firm CRD 130711 ↗ FINRA BrokerCheck record for firm CRD 130711 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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