Overview
Assets Under Management: $192 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 205
Average Client Assets: $530,723
Frequently Asked Questions
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE 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 #130711), SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE is subject to fiduciary duty under federal law.
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE is headquartered in SAN DIEGO, CA.
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE serves 205 high-net-worth clients according to their SEC filing dated December 16, 2025. View client details ↓
According to their SEC Form ADV, SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE manages $192 million in client assets according to their SEC filing dated December 16, 2025.
According to their SEC Form ADV, SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 205
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.65
Average High-Net-Worth Client Assets: $530,723
Total Client Accounts: 810
Discretionary Accounts: 218
Non-Discretionary Accounts: 592
Regulatory Filings
CRD Number: 130711
Filing ID: 2033721
Last Filing Date: 2025-12-16 12:01:07
Website: 0