PLAN B INVESTMENTS, INC.

PLAN B INVESTMENTS, INC. of CARMEL VALLEY, CA is an SEC-registered investment adviser (CRD 136162). Regulatory assets under management: $32.0M.

Registration

• CRD: 136162
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136162 on SEC IAPD (source of record)
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