OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
CRD #168342 SEC #801-78523 ROCKVILLE, MD 301-990-4395
SEC Registered
Total AUM
$407.2M
Discretionary
$341.7M
Employees
10
Clients
251
Accounts
1,395
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $407.2M | $341.7M | $65.5M | 10 | 22 |
| Mar 2024 | $312.8M | $303.4M | $9.5M | 8 | 5 |
| Dec 2023 | $182.5M | $182.2M | $353.3K | 11 | 0 |
| May 2023 | $182.5M | $182.2M | $353.3K | 11 | 0 |
| Mar 2023 | $182.5M | $182.2M | $353.3K | 11 | 0 |
| Feb 2022 | $194.5M | $191M | $3.5M | 9 | 0 |
| Oct 2021 | $167.2M | $163M | $4.2M | 9 | 0 |
| Mar 2021 | $167.2M | $163M | $4.2M | 9 | 0 |
| Mar 2021 | $167.2M | $163M | $4.2M | 9 | 0 |
| Jun 2020 | $154.4M | $145.4M | $9M | 9 | 0 |
| May 2020 | $154.4M | $145.4M | $9M | 9 | 0 |
| Feb 2020 | $154.4M | $145.4M | $9M | 9 | 0 |
| Feb 2020 | $154.4M | $145.4M | $9M | 9 | 0 |
| Dec 2019 | $134.9M | $125.4M | $9.5M | 9 | 5 |
| Oct 2019 | $134.9M | $125.4M | $9.5M | 9 | 5 |
| Feb 2019 | $134.9M | $125.4M | $9.5M | 9 | 5 |
| Mar 2018 | $116.6M | $114.5M | $2.1M | 10 | 16 |
| Jan 2018 | $128.3M | $127.7M | $575K | 10 | 11 |
| Jan 2018 | $128.3M | $127.7M | $575K | 10 | 11 |
| Dec 2017 | $128.3M | $127.7M | $575K | 10 | 11 |
| Jul 2017 | $86.7M | $86.7M | $0 | 10 | 167 |
| Mar 2017 | $86.7M | $86.7M | $0 | 10 | 167 |
| Mar 2016 | $62.8M | $62.8M | $0 | 10 | 167 |
| Mar 2016 | $62.8M | $62.8M | $0 | 10 | 167 |
| Dec 2015 | $52M | $52M | $0 | 9 | 26 |
| Nov 2015 | $52M | $52M | $0 | 9 | 26 |
| Aug 2015 | $52M | $52M | $0 | 9 | 26 |
| Jul 2015 | $52M | $52M | $0 | 9 | 26 |
| Feb 2015 | $52M | $52M | $0 | 9 | 26 |
| Dec 2014 | $29.2M | $29.2M | $0 | 6 | 26 |
| Feb 2014 | $29.2M | $29.2M | $0 | 6 | 26 |
| Feb 2014 | $29.2M | $29.2M | $0 | 6 | 26 |
| Jan 2014 | $28.4M | $28.4M | $0 | 6 | 26 |
| Oct 2013 | $0 | $0 | $0 | 6 | 0 |
| Sep 2013 | $0 | $0 | $0 | 6 | 0 |
| Aug 2013 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$407.2M
Discretionary$341.7M
Non-Disc.$65.5M
Employees10
Clients22
DateMar 2024
Total AUM$312.8M
Discretionary$303.4M
Non-Disc.$9.5M
Employees8
Clients5
DateDec 2023
Total AUM$182.5M
Discretionary$182.2M
Non-Disc.$353.3K
Employees11
Clients0
DateMay 2023
Total AUM$182.5M
Discretionary$182.2M
Non-Disc.$353.3K
Employees11
Clients0
DateMar 2023
Total AUM$182.5M
Discretionary$182.2M
Non-Disc.$353.3K
Employees11
Clients0
DateFeb 2022
Total AUM$194.5M
Discretionary$191M
Non-Disc.$3.5M
Employees9
Clients0
DateOct 2021
Total AUM$167.2M
Discretionary$163M
Non-Disc.$4.2M
Employees9
Clients0
DateMar 2021
Total AUM$167.2M
Discretionary$163M
Non-Disc.$4.2M
Employees9
Clients0
DateMar 2021
Total AUM$167.2M
Discretionary$163M
Non-Disc.$4.2M
Employees9
Clients0
DateJun 2020
Total AUM$154.4M
Discretionary$145.4M
Non-Disc.$9M
Employees9
Clients0
DateMay 2020
Total AUM$154.4M
Discretionary$145.4M
Non-Disc.$9M
Employees9
Clients0
DateFeb 2020
Total AUM$154.4M
Discretionary$145.4M
Non-Disc.$9M
Employees9
Clients0
DateFeb 2020
Total AUM$154.4M
Discretionary$145.4M
Non-Disc.$9M
Employees9
Clients0
DateDec 2019
Total AUM$134.9M
Discretionary$125.4M
Non-Disc.$9.5M
Employees9
Clients5
DateOct 2019
Total AUM$134.9M
Discretionary$125.4M
Non-Disc.$9.5M
Employees9
Clients5
DateFeb 2019
Total AUM$134.9M
Discretionary$125.4M
Non-Disc.$9.5M
Employees9
Clients5
DateMar 2018
Total AUM$116.6M
Discretionary$114.5M
Non-Disc.$2.1M
Employees10
Clients16
DateJan 2018
Total AUM$128.3M
Discretionary$127.7M
Non-Disc.$575K
Employees10
Clients11
DateJan 2018
Total AUM$128.3M
Discretionary$127.7M
Non-Disc.$575K
Employees10
Clients11
DateDec 2017
Total AUM$128.3M
Discretionary$127.7M
Non-Disc.$575K
Employees10
Clients11
DateJul 2017
Total AUM$86.7M
Discretionary$86.7M
Non-Disc.$0
Employees10
Clients167
DateMar 2017
Total AUM$86.7M
Discretionary$86.7M
Non-Disc.$0
Employees10
Clients167
DateMar 2016
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees10
Clients167
DateMar 2016
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees10
Clients167
DateDec 2015
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees9
Clients26
DateNov 2015
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees9
Clients26
DateAug 2015
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees9
Clients26
DateJul 2015
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees9
Clients26
DateFeb 2015
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees9
Clients26
DateDec 2014
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$0
Employees6
Clients26
DateFeb 2014
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$0
Employees6
Clients26
DateFeb 2014
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$0
Employees6
Clients26
DateJan 2014
Total AUM$28.4M
Discretionary$28.4M
Non-Disc.$0
Employees6
Clients26
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0