SPIRITUS FINANCIAL PLANNING

SPIRITUS FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 141372). Regulatory assets under management: $6.5M.

Registration

• CRD: 141372
• Type: Registered investment adviser
• Phone: 707-237-5212
• Latest filing: 2026-03-24
• Regulatory AUM: $6.5M
• Discretionary AUM: $4.7M
• Non-discretionary AUM: $1.8M
• Clients: 2
• Accounts: 2

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141372 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search