ADVITICA FINANCIAL PLANNING LLC

ADVITICA FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 116052). Regulatory assets under management: $22.1M.

Registration

• CRD: 116052
• Type: Registered investment adviser
• Phone: 360-292-9314
• Latest filing: 2026-03-31
• Regulatory AUM: $22.1M
• Discretionary AUM: $22.1M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116052 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search