# PLANNED ASSET MANAGEMENT, LLC

PLANNED ASSET MANAGEMENT, LLC of CALABASAS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 105986
- Type: SEC-registered investment adviser
- SEC file number: 801-25709
- Location: 27001 AGOURA ROAD, SUITE 150, CALABASAS, CA, 91301-5104
- Phone: 818-708-6888
- Latest filing: 2025-03-10
- Regulatory AUM: $385.3M
- Discretionary AUM: $385.3M
- Clients: 6
- Accounts: 301

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Paul Sueyuki Okawa | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| Morrie Wolbrum Reiff | PRESIDENT | — |
| Joni L Reiff | MEMBER | — |
| REIFF MORRIE WOLBRUM | PRESIDENT | — |
| OKAWA PAUL SUEYUKI | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| Reiff Joni L | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105986/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105986/similar
- Related entities: https://search.stillhousedata.com/firm/105986/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105986

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.