Superior Planning Wealth Management & Family Office
Superior Planning, LLC
San Diego, CA superiorplanning.com
Regulatory AUM$350M#85 of 135 family offices
Accounts1,059100% discretionary
High-net-worth clients78Form ADV Item 5.D
Private funds advised—
Registration
- Legal name
- Superior Planning, LLC
- SEC file number
- 801-131301
- CRD number
- 130711
- Latest Form ADV
- June 2, 2026
Full Form ADV on the SEC’s Investment Adviser Public Disclosure site
Investments and performance
Family offices don’t publicly report holdings or returns. Form ADV discloses assets under management, client counts, and the private funds an adviser manages; that is what’s shown above.
About this data
Regulatory assets under management (Form ADV Item 5.F) as reported by each adviser in its latest filing. Single-family offices are exempt from SEC registration and are not included. Data from the SEC’s registered investment adviser roster published September 1, 2026. Source.