TREASURE COAST FINANCIAL PLANNING, INC.
CRD #166684 SEC #801-77753 VERO BEACH, FL 772-231-1422
SEC Registered
Total AUM
$206.9M
Discretionary
$206.9M
Employees
7
Clients
101
Accounts
641
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $206.9M | $206.9M | $0 | 7 | 35 |
| Dec 2025 | $206.9M | $206.9M | $0 | 7 | 35 |
| Sep 2025 | $206.9M | $206.9M | $0 | 7 | 35 |
| Mar 2025 | $206.9M | $206.9M | $0 | 7 | 35 |
| Mar 2024 | $193.7M | $193.7M | $0 | 6 | 20 |
| Jan 2024 | $172.4M | $172.4M | $0 | 6 | 14 |
| Mar 2023 | $172.4M | $172.4M | $0 | 6 | 14 |
| Jan 2023 | $183.1M | $179.9M | $3.2M | 6 | 10 |
| Oct 2022 | $183.1M | $179.9M | $3.2M | 6 | 10 |
| May 2022 | $183.1M | $179.9M | $3.2M | 6 | 10 |
| Mar 2022 | $183.1M | $179.9M | $3.2M | 6 | 10 |
| Nov 2021 | $167.2M | $167.2M | $0 | 6 | 8 |
| Jul 2021 | $167.2M | $167.2M | $0 | 6 | 8 |
| Apr 2021 | $167.2M | $167.2M | $0 | 6 | 8 |
| May 2020 | $152.2M | $152.2M | $0 | 2 | 0 |
| Mar 2020 | $152.2M | $152.2M | $0 | 2 | 0 |
| Aug 2019 | $135.9M | $135.9M | $0 | 2 | 0 |
| Jan 2019 | $135.9M | $135.9M | $0 | 3 | 0 |
| Dec 2018 | $141.6M | $141.6M | $0 | 3 | 0 |
| Jun 2018 | $141.6M | $141.6M | $0 | 3 | 0 |
| Mar 2018 | $141.6M | $141.6M | $0 | 3 | 0 |
| Jun 2017 | $132.9M | $132.9M | $0 | 3 | 200 |
| Mar 2017 | $132.9M | $132.9M | $0 | 3 | 200 |
| Jan 2017 | $131M | $131M | $0 | 3 | 300 |
| Nov 2016 | $131M | $131M | $0 | 3 | 300 |
| Mar 2016 | $131M | $131M | $0 | 3 | 300 |
| Mar 2015 | $136.2M | $133.5M | $2.6M | 3 | 300 |
| Mar 2014 | $128M | $128M | $0 | 4 | 200 |
| Mar 2013 | $125.6M | $103.5M | $22.1M | 3 | 300 |
DateDec 2025
Total AUM$206.9M
Discretionary$206.9M
Non-Disc.$0
Employees7
Clients35
DateDec 2025
Total AUM$206.9M
Discretionary$206.9M
Non-Disc.$0
Employees7
Clients35
DateSep 2025
Total AUM$206.9M
Discretionary$206.9M
Non-Disc.$0
Employees7
Clients35
DateMar 2025
Total AUM$206.9M
Discretionary$206.9M
Non-Disc.$0
Employees7
Clients35
DateMar 2024
Total AUM$193.7M
Discretionary$193.7M
Non-Disc.$0
Employees6
Clients20
DateJan 2024
Total AUM$172.4M
Discretionary$172.4M
Non-Disc.$0
Employees6
Clients14
DateMar 2023
Total AUM$172.4M
Discretionary$172.4M
Non-Disc.$0
Employees6
Clients14
DateJan 2023
Total AUM$183.1M
Discretionary$179.9M
Non-Disc.$3.2M
Employees6
Clients10
DateOct 2022
Total AUM$183.1M
Discretionary$179.9M
Non-Disc.$3.2M
Employees6
Clients10
DateMay 2022
Total AUM$183.1M
Discretionary$179.9M
Non-Disc.$3.2M
Employees6
Clients10
DateMar 2022
Total AUM$183.1M
Discretionary$179.9M
Non-Disc.$3.2M
Employees6
Clients10
DateNov 2021
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees6
Clients8
DateJul 2021
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees6
Clients8
DateApr 2021
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees6
Clients8
DateMay 2020
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2017
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees3
Clients200
DateMar 2017
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees3
Clients200
DateJan 2017
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees3
Clients300
DateNov 2016
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees3
Clients300
DateMar 2016
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees3
Clients300
DateMar 2015
Total AUM$136.2M
Discretionary$133.5M
Non-Disc.$2.6M
Employees3
Clients300
DateMar 2014
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$125.6M
Discretionary$103.5M
Non-Disc.$22.1M
Employees3
Clients300