Auspicious Financial Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Ramon, CA. Its latest Form ADV filing, dated March 31, 2026, reports $278M in regulatory assets under management, 2 employees, 1 office, and 609 accounts.
Assets Under Management
$278M
Employees
2
Offices
1 office
Total Clients
193
Primary office
SAN RAMON, CA
2603 CAMINO RAMON, SUITE 200, SAN RAMON, CA, United States
Top client segmentIndividuals represent 56.5% of total clients.
Top client categories% of clientsClients
1
Individuals
56.5%
109
2
HNWI
43.5%
84
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$278Mas of March 31, 2026
Discretionary100.0%
$278M
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.
Total AUM$278M
Total Accounts609
10Y AUM Change+$278M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee97:1
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.