OPEN WORLD FINANCIAL LIFE PLANNING

OPEN WORLD FINANCIAL LIFE PLANNING is an SEC-registered investment adviser (CRD 297350). Regulatory assets under management: $12.0M.

Registration

• CRD: 297350
• Type: Registered investment adviser
• Phone: 919-200-0059
• Latest filing: 2026-02-16
• Regulatory AUM: $12.0M
• Discretionary AUM: $12.0M
• Clients: 1
• Accounts: 102

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297350 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search