ITHAKA FINANCIAL PLANNING, LLC

ITHAKA FINANCIAL PLANNING, LLC of CHEVY CHASE, MD is an SEC-registered investment adviser (CRD 153244). Regulatory assets under management: $92.2M.

Registration

• CRD: 153244
• Type: Registered investment adviser
• Location: 5425 WISCONSIN AVE, CHEVY CHASE, MD, 20815
• Phone: 301-968-2381
• Latest filing: 2026-03-31
• Regulatory AUM: $92.2M
• Discretionary AUM: $84.6M
• Non-discretionary AUM: $7.5M
• Clients: 3
• Accounts: 231

Business model

Compensation: % of AUM, Hourly, Fixed.

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 153244 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search