SOHUM FINANCIAL PLANNING, LLC

SOHUM FINANCIAL PLANNING, LLC of EVERGREEN, CO is an SEC-registered investment adviser (CRD 316869). Regulatory assets under management: $3.6M.

Registration

• CRD: 316869
• Type: Registered investment adviser
• Location: 4860 CR-73, EVERGREEN, CO, 80439
• Phone: 212-725-3284
• Latest filing: 2026-03-31
• Regulatory AUM: $3.6M
• Discretionary AUM: $3.6M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, 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 316869 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search