Backbone Planning Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated March 12, 2026, reports $98M in regulatory assets under management, 4 employees, 3 offices, and 360 accounts.
Assets Under Management
$98M
Employees
4
Offices
3 offices
Total Clients
109
Primary office
LAS VEGAS, NV
7477 WEST LAKE MEAD BLVD, STE 270, LAS VEGAS, NV, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.1% of total clients.
Top client categories% of clientsClients
1
Individuals
76.1%
83
2
HNWI
23.9%
26
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$98Mas of March 12, 2026
Discretionary100.0%
$98M
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$98M
Total Accounts360
10Y AUM Change+$98M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee27:1
10Y Employee Change+2 (+100.0%)
* 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.