CARPE DIEM FINANCIAL LIFE PLANNING

CARPE DIEM FINANCIAL LIFE PLANNING is an SEC-registered investment adviser (CRD 309092). Regulatory assets under management: $3.0M.

Registration

• CRD: 309092
• Type: Registered investment adviser
• Phone: 831-539-9475
• Latest filing: 2026-07-15
• Regulatory AUM: $3.0M
• Non-discretionary AUM: $3.0M
• Clients: 1
• Accounts: 7

Business model

Compensation: 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 309092 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search