SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE
SAN DIEGO, CACRD 130711Latest ADV April 6, 2026
Superior Planning Wealth Management & Family Office is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated April 6, 2026, reports $350M in regulatory assets under management, 12 employees, and 1,059 accounts.
Assets Under Management
$350M
Employees
12
Offices
--
Total Clients
516
Primary office
SAN DIEGO, CA
10085 CARROLL CANYON ROAD, SUITE 150, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.5% of total clients.
Top client categories% of clientsClients
1
Individuals
83.5%
431
2
HNWI
15.1%
78
3
Pension Plans
1.2%
6
4
Corporations
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$350Mas of April 6, 2026
Discretionary100.0%
$350M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$350M
Total Accounts1,059
10Y AUM Change+$244M (+231.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee43:1
10Y Employee Change+1 (+9.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.