Atwood Financial Planning LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 19, 2026, reports $16M in regulatory assets under management, 6 employees, 5 offices, and 4 accounts.
Top client segmentIndividuals represent 63.9% of total clients.
Top client categories% of clientsClients
1
Individuals
63.9%
600
2
HNWI
36.1%
339
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$16Mas of February 19, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$16M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$16M
Total Accounts4
10Y AUM Change+$16M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee157:1
10Y Employee Change0 (0.0%)
* 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.