KATAPULT FINANCIAL PLANNING LLC

KATAPULT FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 322757). Regulatory assets under management: $50.5M.

Registration

• CRD: 322757
• Type: Registered investment adviser
• Phone: 6173072957
• Latest filing: 2026-03-16
• Regulatory AUM: $50.5M
• Discretionary AUM: $50.5M
• Clients: 1
• Accounts: 138

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 322757 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search