| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Bruce Goldman Control | Managing Member, Chief Compliance Officer | Over 75% | 2009 |
Life Planning Advisors LLC reports $154 million in regulatory assets under management on its Form ADV.
Life Planning Advisors LLC reports 4 employees.
Life Planning Advisors LLC is based in Bigfork, MT and has been SEC-registered since 2022.
Life Planning Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 62 Bay Harbor Drive, #2826, Bigfork, MT 59911 |
| Phone | 760-918-0304 |
| Fax | 760-918-0404 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $154M |
| Total (RAUM) | $154M |