Overview
Assets Under Management: $98 million
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 26
Average Client Assets: $2.2 million
Frequently Asked Questions
BACKBONE PLANNING PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326699), BACKBONE PLANNING PARTNERS LLC is subject to fiduciary duty under federal law.
BACKBONE PLANNING PARTNERS LLC is headquartered in LAS VEGAS, NV.
BACKBONE PLANNING PARTNERS LLC serves 26 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, BACKBONE PLANNING PARTNERS LLC offers financial planning and portfolio management for individuals. View all service details ↓
BACKBONE PLANNING PARTNERS LLC manages $98 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, BACKBONE PLANNING PARTNERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.24%
Average Client Assets: $2.2 million
Total Client Accounts: 360
Discretionary Accounts: 360
Regulatory Filings
CRD Number: 326699
Filing ID: 2067034
Last Filing Date: 2026-03-12 09:49:04