PLANNED FINANCIAL SERVICES, LLC
Legal name: RETURN ON LIFE WEALTH PARTNERS
CRD #112879 SEC #801-110086 CLEVELAND, OH 440-740-0130
SEC Registered
Total AUM
$392.2M
Discretionary
$346.9M
Employees
12
Clients
25
Accounts
782
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $392.2M | $346.9M | $45.4M | 12 | 0 |
| Mar 2025 | $392.2M | $346.9M | $45.4M | 12 | 0 |
| Sep 2024 | $368.2M | $295.9M | $72.3M | 11 | 0 |
| Mar 2024 | $368.2M | $295.9M | $72.3M | 11 | 0 |
| Oct 2023 | $352.4M | $294.5M | $57.8M | 11 | 0 |
| Mar 2023 | $352.4M | $294.5M | $57.8M | 11 | 0 |
| May 2022 | $383.6M | $325.5M | $58.1M | 9 | 0 |
| Mar 2022 | $383.6M | $325.5M | $58.1M | 9 | 0 |
| Mar 2021 | $299.5M | $264.5M | $35M | 11 | 0 |
| Jun 2020 | $203M | $203M | $0 | 10 | 0 |
| Apr 2020 | $203M | $203M | $0 | 10 | 0 |
| Mar 2019 | $163.2M | $163.2M | $0 | 10 | 0 |
| May 2018 | $181M | $181M | $0 | 10 | 0 |
| Apr 2018 | $181M | $181M | $0 | 10 | 0 |
| Mar 2018 | $181M | $181M | $0 | 10 | 0 |
| Apr 2017 | $171M | $171M | $0 | 10 | 300 |
| Feb 2017 | $171M | $171M | $0 | 10 | 300 |
| Aug 2001 | $23M | $0 | $23M | 10 | -- |
DateApr 2025
Total AUM$392.2M
Discretionary$346.9M
Non-Disc.$45.4M
Employees12
Clients0
DateMar 2025
Total AUM$392.2M
Discretionary$346.9M
Non-Disc.$45.4M
Employees12
Clients0
DateSep 2024
Total AUM$368.2M
Discretionary$295.9M
Non-Disc.$72.3M
Employees11
Clients0
DateMar 2024
Total AUM$368.2M
Discretionary$295.9M
Non-Disc.$72.3M
Employees11
Clients0
DateOct 2023
Total AUM$352.4M
Discretionary$294.5M
Non-Disc.$57.8M
Employees11
Clients0
DateMar 2023
Total AUM$352.4M
Discretionary$294.5M
Non-Disc.$57.8M
Employees11
Clients0
DateMay 2022
Total AUM$383.6M
Discretionary$325.5M
Non-Disc.$58.1M
Employees9
Clients0
DateMar 2022
Total AUM$383.6M
Discretionary$325.5M
Non-Disc.$58.1M
Employees9
Clients0
DateMar 2021
Total AUM$299.5M
Discretionary$264.5M
Non-Disc.$35M
Employees11
Clients0
DateJun 2020
Total AUM$203M
Discretionary$203M
Non-Disc.$0
Employees10
Clients0
DateApr 2020
Total AUM$203M
Discretionary$203M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees10
Clients0
DateMay 2018
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees10
Clients0
DateApr 2018
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees10
Clients0
DateApr 2017
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees10
Clients300
DateFeb 2017
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees10
Clients300
DateAug 2001
Total AUM$23M
Discretionary$0
Non-Disc.$23M
Employees10
Clients--