# VIABLE PLANNING, LLC

VIABLE PLANNING, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 322140
- Type: SEC-registered investment adviser
- SEC file number: 801-130160
- Phone: 888-842-2295
- Latest filing: 2026-03-31
- Regulatory AUM: $214.2M
- Discretionary AUM: $214.2M
- Clients: 6
- Accounts: 645

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Paul Francis Savini | OWNER, CCO | — |
| Gregg Michael Gottlieb | OWNER | — |
| GOTTLIEB MICHAEL | OWNER | — |
| SAVINI PAUL FRANCIS | OWNER, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322140/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322140/similar
- Related entities: https://search.stillhousedata.com/firm/322140/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322140

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.