RADIANT WEALTH PLANNING

RADIANT WEALTH PLANNING of PALO ALTO, CA is an SEC-registered investment adviser (CRD 310280). Regulatory assets under management: $14.7M.

Registration

• CRD: 310280
• Type: Registered investment adviser
• Location: 829 EMERSON ST, PALO ALTO, CA, 94301
• Phone: (650) 431-7799
• Latest filing: 2026-01-07
• Regulatory AUM: $14.7M
• Discretionary AUM: $14.7M
• Clients: 2
• Accounts: 103

Business model

Compensation: % of AUM, 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 310280 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search