SUPERIOR PLANNING, LLC
DBA: SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $349.6M |
| Discretionary | $349.6M100% of AUM |
| Client Accounts | 1,059 |
| Avg Account Size | $330K |
| Employees | 12 |
| Peak AUM | $349.6MMar 2026 |
AUM by Client Type
Total AUM
$350M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $350M | +82.0% | — | — | |
| Discretionary AUM | $350M | ||||
Key Metrics
| Total AUM | $349.6M |
| Discretionary | $349.6M |
| Employees | 12 |
| Client Accounts | 1059 |
| Client Range | 11-25 |
Contact & Location
Address
10085 CARROLL CANYON ROAD
SAN DIEGO CA 92131
Phone
858-546-1046
Filing History
21 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$350M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 69.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Registered RepBanking Institution