# PLAN B INVESTMENTS, INC.

PLAN B INVESTMENTS, INC. of CARMEL VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 136162
- Type: SEC-registered investment adviser
- Location: 13770 CENTER ST, CARMEL VALLEY, CA, 93924
- Phone: 888-511-4611
- Latest filing: 2026-04-15
- Regulatory AUM: $32.0M
- Non-discretionary AUM: $32.0M
- Clients: 2
- Accounts: 125

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136162/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136162/similar
- Related entities: https://search.stillhousedata.com/firm/136162/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136162

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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.