Plato Planning, LLC

● SEC registered since 2026CRD 339970SEC# 801-135470

Export (members)

Reg. AUM

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Employees

Accounts

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Location

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Plato Planning, LLC assets under management

Plato Planning, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2026. It employs 1 people.

platoplanning.com View on SEC.gov ↗

Plato Planning, LLC owners & executives

1 reported

Name	Title	Ownership	Since
Mythreya Reddy Lingala Control	Managing Member & Chief Compliance Officer	Over 75%	2025

Frequently asked questions

How many employees does Plato Planning, LLC have?

Plato Planning, LLC reports 1 employees.

Does Plato Planning, LLC disclose fund performance?

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

Contact & registration

Phone	+91 904-380-8615
Office hours	7a.m. To 3:30p.m. Est
SEC region	HQ
Discloses disciplinary history	No