FROM PLANNING TO LIVING LLC

FROM PLANNING TO LIVING LLC is an SEC-registered investment adviser (CRD 298471). Regulatory assets under management: $6.2M.

Registration

• CRD: 298471
• Type: Registered investment adviser
• Phone: 818-359-1219
• Latest filing: 2026-06-16
• Regulatory AUM: $6.2M
• Non-discretionary AUM: $6.2M
• Clients: 1
• Accounts: 53

Business model

Compensation: % of AUM, 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 298471 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search