| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregg Michael Gottlieb Control | Owner | 50-75% | 2024 |
| Paul Francis Savini Control | Owner, Cco | 50-75% | 2022 |
Viable Planning, LLC reports $135.1 million in regulatory assets under management on its Form ADV.
Viable Planning, LLC reports 6 employees.
Viable Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 888-842-2295 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $135.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $135.1M |