LIFE PLANNING ADVISORS LLC
CRD #151292 SEC #801-126603 BIGFORK, MT 760-918-0304
SEC Registered
Total AUM
$154M
Discretionary
$0
Employees
4
Clients
0
Accounts
964
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $154M | $0 | $154M | 4 | 0 |
| Mar 2025 | $154M | $0 | $154M | 4 | 0 |
| Sep 2024 | $133.3M | $0 | $133.3M | 4 | 0 |
| Apr 2024 | $133.3M | $0 | $133.3M | 4 | 0 |
| Feb 2024 | $133.3M | $0 | $133.3M | 5 | 0 |
| Jul 2023 | $106.7M | $0 | $106.7M | 5 | 0 |
| Sep 2022 | $119.7M | $0 | $119.7M | 5 | 0 |
| Aug 2022 | $119.7M | $0 | $119.7M | 5 | 0 |
| Sep 2012 | $42.7M | $0 | $42.7M | 1 | 26 |
| Sep 2012 | $42.7M | $0 | $42.7M | 1 | 26 |
| Jul 2012 | $35M | $0 | $35M | 1 | 26 |
| Jun 2012 | $35M | $10M | $25M | 1 | 26 |
| Apr 2011 | $27M | $15M | $12M | 5 | -- |
DateMay 2025
Total AUM$154M
Discretionary$0
Non-Disc.$154M
Employees4
Clients0
DateMar 2025
Total AUM$154M
Discretionary$0
Non-Disc.$154M
Employees4
Clients0
DateSep 2024
Total AUM$133.3M
Discretionary$0
Non-Disc.$133.3M
Employees4
Clients0
DateApr 2024
Total AUM$133.3M
Discretionary$0
Non-Disc.$133.3M
Employees4
Clients0
DateFeb 2024
Total AUM$133.3M
Discretionary$0
Non-Disc.$133.3M
Employees5
Clients0
DateJul 2023
Total AUM$106.7M
Discretionary$0
Non-Disc.$106.7M
Employees5
Clients0
DateSep 2022
Total AUM$119.7M
Discretionary$0
Non-Disc.$119.7M
Employees5
Clients0
DateAug 2022
Total AUM$119.7M
Discretionary$0
Non-Disc.$119.7M
Employees5
Clients0
DateSep 2012
Total AUM$42.7M
Discretionary$0
Non-Disc.$42.7M
Employees1
Clients26
DateSep 2012
Total AUM$42.7M
Discretionary$0
Non-Disc.$42.7M
Employees1
Clients26
DateJul 2012
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees1
Clients26
DateJun 2012
Total AUM$35M
Discretionary$10M
Non-Disc.$25M
Employees1
Clients26
DateApr 2011
Total AUM$27M
Discretionary$15M
Non-Disc.$12M
Employees5
Clients--