SUPERIOR PLANNING, LLC
Legal name: SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE
CRD #130711 SEC #801-131301 SAN DIEGO, CA 858-546-1046
SEC Registered
Total AUM
$192.1M
Discretionary
$58.6M
Employees
12
Clients
26
Accounts
810
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $192.1M | $58.6M | $133.5M | 12 | 0 |
| Nov 2025 | $192.1M | $58.6M | $133.5M | 12 | 0 |
| Oct 2025 | $192.1M | $58.6M | $133.5M | 12 | 0 |
| Sep 2025 | $192.1M | $58.6M | $133.5M | 12 | 0 |
| May 2025 | $192.1M | $58.6M | $133.5M | 12 | 0 |
| Apr 2025 | $192.1M | $58.6M | $133.5M | 12 | 0 |
| Mar 2025 | $192.1M | $58.6M | $133.5M | 12 | 0 |
| Mar 2025 | $105.4M | $49.4M | $56M | 11 | 0 |
| Jan 2025 | $105.4M | $49.4M | $56M | 11 | 0 |
| Oct 2024 | $105.4M | $49.4M | $56M | 11 | 0 |
| Oct 2024 | $105.4M | $49.4M | $56M | 11 | 0 |
| Sep 2024 | $105.4M | $49.4M | $56M | 11 | 0 |
| Sep 2024 | $105.4M | $49.4M | $56M | 11 | 0 |
| Sep 2024 | $105.4M | $49.4M | $56M | 11 | 0 |
| Sep 2024 | $0 | $0 | $0 | 11 | 0 |
DateDec 2025
Total AUM$192.1M
Discretionary$58.6M
Non-Disc.$133.5M
Employees12
Clients0
DateNov 2025
Total AUM$192.1M
Discretionary$58.6M
Non-Disc.$133.5M
Employees12
Clients0
DateOct 2025
Total AUM$192.1M
Discretionary$58.6M
Non-Disc.$133.5M
Employees12
Clients0
DateSep 2025
Total AUM$192.1M
Discretionary$58.6M
Non-Disc.$133.5M
Employees12
Clients0
DateMay 2025
Total AUM$192.1M
Discretionary$58.6M
Non-Disc.$133.5M
Employees12
Clients0
DateApr 2025
Total AUM$192.1M
Discretionary$58.6M
Non-Disc.$133.5M
Employees12
Clients0
DateMar 2025
Total AUM$192.1M
Discretionary$58.6M
Non-Disc.$133.5M
Employees12
Clients0
DateMar 2025
Total AUM$105.4M
Discretionary$49.4M
Non-Disc.$56M
Employees11
Clients0
DateJan 2025
Total AUM$105.4M
Discretionary$49.4M
Non-Disc.$56M
Employees11
Clients0
DateOct 2024
Total AUM$105.4M
Discretionary$49.4M
Non-Disc.$56M
Employees11
Clients0
DateOct 2024
Total AUM$105.4M
Discretionary$49.4M
Non-Disc.$56M
Employees11
Clients0
DateSep 2024
Total AUM$105.4M
Discretionary$49.4M
Non-Disc.$56M
Employees11
Clients0
DateSep 2024
Total AUM$105.4M
Discretionary$49.4M
Non-Disc.$56M
Employees11
Clients0
DateSep 2024
Total AUM$105.4M
Discretionary$49.4M
Non-Disc.$56M
Employees11
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0