THE PLANNING PROJECT LLC
Legal name: THE SUM
CRD #297658 SEC #801-122376 THE WOODLANDS, TX 281-940-4859
SEC Registered
Total AUM
$409.5M
Discretionary
$409.5M
Employees
8
Clients
101
Accounts
875
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $409.5M | $409.5M | $0 | 8 | 28 |
| Aug 2025 | $409.5M | $409.5M | $0 | 8 | 28 |
| Mar 2025 | $409.5M | $409.5M | $0 | 8 | 28 |
| Jan 2025 | $305.6M | $305.6M | $0 | 8 | 31 |
| Mar 2024 | $305.6M | $305.6M | $0 | 8 | 31 |
| Sep 2023 | $140.3M | $140.3M | $0 | 4 | 43 |
| Mar 2023 | $140.3M | $140.3M | $0 | 4 | 43 |
| Sep 2022 | $128M | $128M | $0 | 4 | 43 |
| Jan 2022 | $128M | $128M | $0 | 4 | 43 |
| Nov 2021 | $107.5M | $107.5M | $0 | 3 | 17 |
| Oct 2021 | $107.5M | $107.5M | $0 | 3 | 17 |
| Oct 2021 | $107.5M | $107.5M | $0 | 3 | 17 |
| Sep 2021 | $107.5M | $107.5M | $0 | 3 | 17 |
| Aug 2021 | $107.5M | $107.5M | $0 | 2 | 17 |
DateSep 2025
Total AUM$409.5M
Discretionary$409.5M
Non-Disc.$0
Employees8
Clients28
DateAug 2025
Total AUM$409.5M
Discretionary$409.5M
Non-Disc.$0
Employees8
Clients28
DateMar 2025
Total AUM$409.5M
Discretionary$409.5M
Non-Disc.$0
Employees8
Clients28
DateJan 2025
Total AUM$305.6M
Discretionary$305.6M
Non-Disc.$0
Employees8
Clients31
DateMar 2024
Total AUM$305.6M
Discretionary$305.6M
Non-Disc.$0
Employees8
Clients31
DateSep 2023
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees4
Clients43
DateMar 2023
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees4
Clients43
DateSep 2022
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees4
Clients43
DateJan 2022
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees4
Clients43
DateNov 2021
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees3
Clients17
DateOct 2021
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees3
Clients17
DateOct 2021
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees3
Clients17
DateSep 2021
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees3
Clients17
DateAug 2021
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees2
Clients17