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Commencement Financial Planning LLC

● SEC registered since 2026CRD 154056SEC# 801-135751
Export (members)
Reg. AUM
$121.7M
Employees
1
Accounts
206
Location

Commencement Financial Planning LLC assets under management

Commencement Financial Planning LLC is an SEC-registered investment adviser. The firm has been registered since 2026. It reports $121.7 million in regulatory assets under management and employs 1 people.

Commencement Financial Planning LLC owners & executives

1 reported
NameTitleOwnershipSince
Troy Aaron Sapp ControlCco, Ceo, Coo, CloOver 75%2010

Frequently asked questions

How much does Commencement Financial Planning LLC manage?

Commencement Financial Planning LLC reports $121.7 million in regulatory assets under management on its Form ADV.

How many employees does Commencement Financial Planning LLC have?

Commencement Financial Planning LLC reports 1 employees.

Does Commencement Financial Planning LLC disclose fund performance?

Commencement Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone253-820-6432
Fax253-883-4042
Office hours9a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$121.7M
Total (RAUM)$121.7M