MOONSHOT PLANNING LLC

MOONSHOT PLANNING LLC is an SEC-registered investment adviser (CRD 329154). Regulatory assets under management: $820K.

Registration

• CRD: 329154
• Type: Registered investment adviser
• Phone: (714)248-6834
• Latest filing: 2026-03-31
• Regulatory AUM: $820K
• Non-discretionary AUM: $820K
• Clients: 1
• Accounts: 15

Business model

Compensation: 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 329154 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search