GREENLIGHT FINANCIAL PLANNING, LLC

GREENLIGHT FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 337793). Regulatory assets under management: $2.4M.

Registration

• CRD: 337793
• Type: Registered investment adviser
• Phone: (213) 254-5706
• Latest filing: 2026-03-08
• Regulatory AUM: $2.4M
• Discretionary AUM: $2.4M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337793 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search