LAVISH FINANCIAL PLANNING

LAVISH FINANCIAL PLANNING of MORRISTOWN, NJ is an SEC-registered investment adviser (CRD 167592). Regulatory assets under management: $35.5M.

Registration

• CRD: 167592
• Type: Registered investment adviser
• Location: 1 HIGH STREET COURT, MORRISTOWN, NJ, 07960
• Phone: (201) 535-4499
• Latest filing: 2026-03-16
• Regulatory AUM: $35.5M
• Discretionary AUM: $35.5M
• Clients: 4
• Accounts: 322

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167592 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search